WP
WRB icon

WealthPLAN Partners’s W.R. Berkley WRB Stock Holding History

WealthPLAN Partners’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,123
Closed -$43.7K – 432
2017
Q1 		$43.7K Buy
+2,123
New +$43.7K 0.15% 119
2016
Q3 		$86K Sell
5,039
-5,586
-53% -$96.6K 0.03% 248
2016
Q2 		$89.4K Buy
+10,625
New +$177K 0.01% 653

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Boston Partners
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State Street
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ACM
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Victory Capital Management
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JP Morgan Chase
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Dimensional Fund Advisors
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