WR Wealth Planners’s W.R. Berkley WRB Stock Holding History

WR Wealth Planners’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$527	Hold
2024 Q3	$511	Hold
2024 Q2	$471	Buy
2023 Q4	–	Sell
2023 Q3	$2.54K	Hold
2023 Q2	$2.38K	Buy