Holistic Financial Partners’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-175
Closed -$24K 339
2018
Q1
$24K Hold
175
0.02% 262
2017
Q4
$24K Buy
+175
New +$24K 0.02% 264