CWM
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Confluence Wealth Management’s Travelers Companies TRV Stock Holding History

Confluence Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,255
Closed -$306K – 119
2014
Q2 		$306K Buy
+3,255
New +$306K 0.17% 100