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Regent Peak Wealth Advisors’s Travelers Companies TRV Stock Holding History

Regent Peak Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-213
Closed -$30K – 909
2020
Q4 		$30K Buy
+213
New +$30K 0.01% 390