Summit Financial Wealth Advisors’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-140
Closed -$13K 205
2015
Q3
$13K Hold
140
0.01% 178
2015
Q2
$13K Hold
140
0.01% 222
2015
Q1
$14K Hold
140
0.01% 185
2014
Q4
$15K Buy
+140
New +$15K 0.01% 184