HWP
Hefty Wealth Partners’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $6K | Sell |
40
-135
| -77% | -$20.3K | ﹤0.01% | 205 |
|
|
2017
Q4 | $24K | Hold |
175
| – | – | 0.01% | 162 |
|
|
2017
Q3 | $21K | Buy |
175
+135
| +338% | +$16.2K | 0.01% | 161 |
|
|
2017
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 196 |
|
|
2017
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 208 |
|
|
2016
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 202 |
|
|
2016
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 206 |
|
|
2016
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 177 |
|
|
2016
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 184 |
|
|
2015
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 172 |
|