Gary Goldberg Planning Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $46K | Hold |
3,038
| – | – | 0.02% | 230 |
|
|
2014
Q3 | $43K | Hold |
3,038
| – | – | 0.02% | 250 |
|
|
2014
Q2 | $42K | Hold |
3,038
| – | – | 0.02% | 239 |
|
|
2014
Q1 | $37K | Hold |
3,038
| – | – | 0.02% | 236 |
|
|
2013
Q4 | $39K | Hold |
3,038
| – | – | 0.02% | 214 |
|
|
2013
Q3 | $39K | Hold |
3,038
| – | – | 0.02% | 214 |
|
|
2013
Q2 | $37K | Buy |
+3,038
| New | +$37K | 0.02% | 209 |
|