WW
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Winnow Wealth’s W.R. Berkley WRB Stock Holding History

Winnow Wealth’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$659 – 682
2025
Q1 		$659 Buy
10
+3
+43% +$198 ﹤0.01% 455
2024
Q4 		$371 Buy
+7
New +$371 ﹤0.01% 488