RWP
TAP.A
Ridgecrest Wealth Partners’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,065
| Closed | -$359K | – | 105 |
|
|
2023
Q2 | $359K | Buy |
+2,065
| New | +$359K | 0.24% | 66 |
|
|
2022
Q4 | – | Sell |
-2,065
| Closed | -$316K | – | 104 |
|
|
2022
Q3 | $316K | Sell |
2,065
-12
| -0.6% | -$1.84K | 0.26% | 68 |
|
|
2022
Q2 | $351K | Buy |
+2,077
| New | +$351K | 0.26% | 70 |
|