DWM
TAP.A

Defined Wealth Management’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Defined Wealth Management’s Portfolio TAP.A Stock Details TAP.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,961
Closed -$320K – 103
2023
Q3 		$320K Buy
1,961
+6
+0.3% +$980 0.27% 82
2023
Q2 		$340K Buy
+1,955
New +$340K 0.29% 81