Wealthspire Advisors (Maryland)’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	-1,397	Closed	-$35K	–	2099
2019 Q1	$35K	Buy	1,397 +850	+155%	+$20K	﹤0.01%	1053
2018 Q4	$12K	Buy	547 +31	+6%	+$697	﹤0.01%	1406
2018 Q3	$12K	Sell	516 -34	-6%	-$772	﹤0.01%	1466
2018 Q2	$12K	Buy	550 +34	+7%	+$756	﹤0.01%	1479
2018 Q1	$11K	Buy	516 +16	+3%	+$334	﹤0.01%	1548
2017 Q4	$11K	Buy	500 +27	+6%	+$552	﹤0.01%	1566
2017 Q3	$9K	Hold	473	–	–	﹤0.01%	1625
2017 Q2	$10K	Hold	473	–	–	﹤0.01%	1546
2017 Q1	$10K	Buy	473 +48	+11%	+$988	﹤0.01%	1353
2016 Q4	$8K	Hold	425	–	–	﹤0.01%	1302
2016 Q3	$7K	Hold	425	–	–	﹤0.01%	1338
2016 Q2	$8K	Hold	425	–	–	﹤0.01%	1245
2016 Q1	$7K	Hold	425	–	–	﹤0.01%	1270
2015 Q4	$7K	Buy	+425	New	+$6.94K	﹤0.01%	1284