KWM
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Keebeck Wealth Management’s Travelers Companies TRV Stock Holding History

Keebeck Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40
Closed -$4K – 341
2020
Q2 		$4K Buy
+40
New +$4K ﹤0.01% 346
2020
Q1 		– Sell
-40
Closed -$5K – 313
2019
Q4 		$5K Buy
+40
New +$5K ﹤0.01% 315