VWMG
Virginia Wealth Management Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,418
| Closed | -$232K | – | 69 |
|
|
2023
Q3 | $232K | Buy |
1,418
+8
| +0.6% | +$1.31K | 0.16% | 66 |
|
|
2023
Q2 | $245K | Buy |
1,410
+8
| +0.6% | +$1.39K | 0.17% | 66 |
|
|
2023
Q1 | $240K | Buy |
1,402
+8
| +0.6% | +$1.37K | 0.16% | 67 |
|
|
2022
Q4 | $261K | Buy |
1,394
+7
| +0.5% | +$1.31K | 0.18% | 68 |
|
|
2022
Q3 | $213K | Buy |
+1,387
| New | +$213K | 0.16% | 71 |
|