WLPWM
Walled Lake Planning & Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-92
| Closed | -$14K | – | 293 |
|
|
2021
Q3 | $14K | Hold |
92
| – | – | 0.01% | 247 |
|
|
2021
Q2 | $14K | Buy |
92
+1
| +1% | +$152 | 0.01% | 233 |
|
|
2021
Q1 | $14K | Hold |
91
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $13K | Buy |
91
+1
| +1% | +$143 | 0.01% | 206 |
|
|
2020
Q3 | $10K | Buy |
90
+1
| +1% | +$111 | 0.01% | 218 |
|
|
2020
Q2 | $10K | Hold |
89
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $9K | Buy |
89
+1
| +1% | +$101 | 0.01% | 197 |
|
|
2019
Q4 | $12K | Buy |
+88
| New | +$12K | 0.01% | 188 |
|