Avantax Planning Partners’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-392
Closed -$9K 1196
2018
Q3
$9K Buy
+392
New +$9K ﹤0.01% 920
2018
Q2
Sell
-371
Closed -$8K 1482
2018
Q1
$8K Buy
+371
New +$8K ﹤0.01% 1171