AA
Apriem Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-342
| Closed | -$42K | – | 360 |
|
|
2018
Q2 | $42K | Buy |
+342
| New | +$42K | 0.01% | 258 |
|
|
2017
Q2 | – | Sell |
-371
| Closed | -$45K | – | 505 |
|
|
2017
Q1 | $45K | Hold |
371
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $45K | Buy |
371
+29
| +8% | +$3.52K | 0.01% | 243 |
|
|
2016
Q3 | $39K | Buy |
342
+77
| +29% | +$8.78K | 0.01% | 249 |
|
|
2016
Q2 | $32K | Buy |
+265
| New | +$32K | 0.01% | 280 |
|