RWM
RBA Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,773
| Closed | -$430K | – | 105 |
|
|
2020
Q2 | $430K | Sell |
3,773
-1,272
| -25% | -$145K | 0.31% | 79 |
|
|
2020
Q1 | $501K | Buy |
5,045
+2,216
| +78% | +$220K | 0.43% | 69 |
|
|
2019
Q4 | $387K | Buy |
2,829
+1,239
| +78% | +$169K | 0.26% | 76 |
|
|
2019
Q3 | $236K | Buy |
+1,590
| New | +$236K | 0.18% | 84 |
|