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Willingdon Wealth Management’s W.R. Berkley WRB Stock Holding History

Willingdon Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,718
Closed -$204K – 118
2015
Q4 		$204K Buy
+3,718
New +$204K 0.19% 80