Gary Goldberg Planning Services’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
2014
Q4
$46K Hold
2014
Q3
$43K Hold
2014
Q2
$42K Hold
2014
Q1
$37K Hold
2013
Q4
$39K Hold
2013
Q3
$39K Hold
2013
Q2
$37K Buy