Integrated Wealth Management’s Travelers Companies TRV Stock Holding History

Integrated Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$171K	Buy
2016 Q2	$175K	Hold
2016 Q1	$172K	Sell
2015 Q4	$172K	Buy
2015 Q3	$147K	Hold
2015 Q2	$142K	Buy