SWA
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Safir Wealth Advisors’s Travelers Companies TRV Stock Holding History

Safir Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$70K – 36
2020
Q4 		$70K Buy
+500
New +$70K 0.07% 23