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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,123	Closed	-$43.7K	–	431
2017 Q1	$43.7K	Buy	+2,123	New	+$43.7K	0.15%	119
2016 Q3	$86K	Sell	5,039 -5,586	-53%	-$95.3K	0.03%	248
2016 Q2	$89.4K	Buy	+10,625	New	+$89.4K	0.01%	653