PWM
Prentice Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-383
| Closed | -$65K | – | 170 |
|
|
2022
Q2 | $65K | Buy |
+383
| New | +$65K | 0.07% | 61 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$61K | – | 290 |
|
|
2021
Q3 | $61K | Hold |
400
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $60K | Hold |
400
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $60K | Buy |
+400
| New | +$60K | 0.03% | 163 |
|