Consolidated Planning Corp’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-770	Closed	-$25K	–	461
2021 Q3	$25K	Buy	+770	New	+$25K	0.02%	230