AWM
Aevitas Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1K | – | 320 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 379 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $1K | Sell |
10
-7
| -41% | -$700 | ﹤0.01% | 418 |
|
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 411 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 403 |
|