Accel Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-207
| Closed | -$35.4K | – | 805 |
|
|
2023
Q1 | $35.4K | Buy |
207
+1
| +0.5% | +$171 | 0.01% | 562 |
|
|
2022
Q4 | $38.6K | Buy |
206
+1
| +0.5% | +$187 | 0.02% | 399 |
|
|
2022
Q3 | $33K | Hold |
205
| – | – | 0.02% | 450 |
|
|
2022
Q2 | $32K | Sell |
205
-199
| -49% | -$31.1K | 0.02% | 437 |
|
|
2022
Q1 | $75K | Sell |
404
-100
| -20% | -$18.6K | 0.04% | 295 |
|
|
2021
Q4 | $79K | Buy |
504
+1
| +0.2% | +$157 | 0.04% | 300 |
|
|
2021
Q3 | $76K | Hold |
503
| – | – | 0.05% | 262 |
|
|
2021
Q2 | $75K | Buy |
503
+2
| +0.4% | +$298 | 0.05% | 273 |
|
|
2021
Q1 | $75K | Hold |
501
| – | – | 0.06% | 255 |
|
|
2020
Q4 | $70K | Buy |
+501
| New | +$70K | 0.07% | 245 |
|