NWM
NEIRG Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,172
| Closed | -$2.29M | – | 108 |
|
|
2023
Q2 | $2.29M | Sell |
13,172
-2,027
| -13% | -$352K | 0.42% | 54 |
|
|
2023
Q1 | $2.61M | Sell |
15,199
-665
| -4% | -$114K | 0.45% | 56 |
|
|
2022
Q4 | $2.97M | Sell |
15,864
-341
| -2% | -$63.9K | 0.56% | 56 |
|
|
2022
Q3 | $2.48M | Sell |
16,205
-514
| -3% | -$78.8K | 0.5% | 58 |
|
|
2022
Q2 | $2.83M | Buy |
16,719
+1,519
| +10% | +$257K | 0.62% | 45 |
|
|
2022
Q1 | $2.78M | Buy |
+15,200
| New | +$2.78M | 0.54% | 52 |
|