UWM
USAdvisors Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,282
| Closed | -$201K | – | 146 |
|
|
2021
Q4 | $201K | Buy |
+1,282
| New | +$201K | 0.08% | 125 |
|
|
2021
Q1 | – | Sell |
-4,654
| Closed | -$638K | – | 110 |
|
|
2020
Q4 | $638K | Sell |
4,654
-1,608
| -26% | -$220K | 0.31% | 53 |
|
|
2020
Q3 | $677 | Buy |
6,262
+1,035
| +20% | +$112 | 0.11% | 47 |
|
|
2020
Q2 | $596K | Sell |
5,227
-1,435
| -22% | -$164K | 0.32% | 46 |
|
|
2020
Q1 | $662K | Sell |
6,662
-125
| -2% | -$12.4K | 0.41% | 47 |
|
|
2019
Q4 | $1.03M | Buy |
6,787
+39
| +0.6% | +$5.92K | 0.53% | 28 |
|
|
2019
Q3 | $1M | Buy |
+6,748
| New | +$1M | 0.52% | 23 |
|