JWM
TAP.A

Jeppson Wealth Management’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Jeppson Wealth Management’s Portfolio TAP.A Stock Details TAP.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,490
Closed -$432K – 202
2023
Q2 		$432K Buy
+2,490
New +$432K 0.19% 118
2022
Q4 		– Sell
-2,495
Closed -$382K – 215
2022
Q3 		$382K Buy
+2,495
New +$382K 0.17% 120