Financial Architects (New Jersey)’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-898	Closed	-$23K	–	1521
2019 Q1	$23K	Sell	898 -7	-0.8%	-$165	﹤0.01%	850
2018 Q4	$20K	Hold	905	–	–	﹤0.01%	806
2018 Q3	$21K	Sell	905 -20	-2%	-$454	﹤0.01%	915
2018 Q2	$20K	Buy	925 +135	+17%	+$3K	﹤0.01%	813
2018 Q1	$17K	Sell	790 -44	-5%	-$918	﹤0.01%	933
2017 Q4	$18K	Hold	834	–	–	﹤0.01%	998
2017 Q3	$16K	Sell	834 -20	-2%	-$400	﹤0.01%	1019
2017 Q2	$18K	Buy	854 +105	+14%	+$2.13K	﹤0.01%	988
2017 Q1	$16K	Sell	749 -105	-12%	-$2.16K	﹤0.01%	1004
2016 Q4	$17K	Buy	854 +240	+39%	+$4.31K	﹤0.01%	881
2016 Q3	$11K	Hold	614	–	–	﹤0.01%	990
2016 Q2	$11K	Buy	+614	New	+$10.2K	﹤0.01%	960