Advantage Investment Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $25K | Hold |
169
| – | – | 0.02% | 476 |
|
|
2019
Q2 | $25K | Buy |
+169
| New | +$25K | 0.02% | 485 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$3K | – | 1033 |
|
|
2018
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 882 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 933 |
|
|
2017
Q3 | $2K | Sell |
20
-495
| -96% | -$49.5K | ﹤0.01% | 958 |
|
|
2017
Q2 | $65K | Buy |
515
+344
| +201% | +$43.4K | 0.02% | 311 |
|
|
2017
Q1 | $21K | Buy |
+171
| New | +$21K | 0.01% | 542 |
|