AIA
AIMZ Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
778
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $206K | Buy |
+778
| New | +$206K | 0.07% | 123 |
|
|
2018
Q2 | – | Sell |
-1,754
| Closed | -$244K | – | 102 |
|
|
2018
Q1 | $244K | Hold |
1,754
| – | – | 0.18% | 91 |
|
|
2017
Q4 | $238K | Hold |
1,754
| – | – | 0.18% | 89 |
|
|
2017
Q3 | $215K | Sell |
1,754
-186
| -10% | -$22.8K | 0.18% | 92 |
|
|
2017
Q2 | $245K | Hold |
1,940
| – | – | 0.21% | 93 |
|
|
2017
Q1 | $234K | Hold |
1,940
| – | – | 0.2% | 94 |
|
|
2016
Q4 | $237K | Hold |
1,940
| – | – | 0.21% | 89 |
|
|
2016
Q3 | $222K | Hold |
1,940
| – | – | 0.2% | 86 |
|
|
2016
Q2 | $231K | Sell |
1,940
-1,940
| -50% | -$231K | 0.21% | 87 |
|
|
2016
Q1 | $436K | Buy |
3,880
+1,940
| +100% | +$218K | 0.19% | 90 |
|
|
2015
Q4 | $219K | Buy |
+1,940
| New | +$219K | 0.2% | 90 |
|
|
2015
Q2 | – | Sell |
-1,940
| Closed | -$210K | – | 98 |
|
|
2015
Q1 | $210K | Buy |
+1,940
| New | +$210K | 0.18% | 91 |
|