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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$320K Buy
2023
Q2 		$340K Buy