Engrave Wealth Partners’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-300
Closed -$34K 393
2020
Q2
$34K Hold
300
0.03% 138
2020
Q1
$29K Sell
300
-250
-45% -$24.2K 0.03% 127
2019
Q4
$75K Buy
+550
New +$75K 0.07% 100