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CFM Wealth Partners’s Travelers Companies TRV Stock Holding History

CFM Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-541
Closed -$61K – 424
2020
Q2 		$61K Sell
541
-74
-12% -$8.34K 0.02% 258
2020
Q1 		$61K Buy
615
+40
+7% +$3.97K 0.03% 247
2019
Q4 		$80K Buy
+575
New +$80K 0.03% 228