WEPOG
Wealth Enhancement & Preservation of GA’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,222
| Closed | -$666K | – | 62 |
|
|
2020
Q3 | $666K | Buy |
6,222
+1,601
| +35% | +$171K | 0.69% | 35 |
|
|
2020
Q2 | $508K | Sell |
4,621
-1,913
| -29% | -$210K | 0.63% | 31 |
|
|
2020
Q1 | $603K | Sell |
6,534
-4,681
| -42% | -$432K | 0.57% | 38 |
|
|
2019
Q4 | $1.54M | Buy |
+11,215
| New | +$1.54M | 0.79% | 30 |
|