LWM
Loveless Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,460
| Closed | -$678K | – | 136 |
|
|
2021
Q3 | $678K | Buy |
4,460
+720
| +19% | +$109K | 0.41% | 77 |
|
|
2021
Q2 | $560K | Buy |
3,740
+1,160
| +45% | +$174K | 0.34% | 87 |
|
|
2021
Q1 | $388K | Buy |
2,580
+785
| +44% | +$118K | 0.26% | 95 |
|
|
2020
Q4 | $252K | Buy |
+1,795
| New | +$252K | 0.19% | 107 |
|