HWMA
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Heritage Wealth Management (Arizona)’s Travelers Companies TRV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$6K Buy
32
+28
+700% +$5.25K ﹤0.01% 852
2022
Q3 		$1K Buy
+4
New +$1K ﹤0.01% 983