AWS
Aris Wealth Services’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $10K | Sell |
105
-7,194
| -99% | -$685K | 0.02% | 221 |
|
|
2015
Q2 | $705K | Buy |
7,299
+666
| +10% | +$64.3K | 0.65% | 61 |
|
|
2015
Q1 | $717K | Buy |
6,633
+583
| +10% | +$63K | 0.67% | 53 |
|
|
2014
Q4 | $640K | Sell |
6,050
-78
| -1% | -$8.25K | 0.71% | 52 |
|
|
2014
Q3 | $576K | Buy |
6,128
+509
| +9% | +$47.8K | 0.71% | 53 |
|
|
2014
Q2 | $529K | Buy |
5,619
+322
| +6% | +$30.3K | 0.69% | 52 |
|
|
2014
Q1 | $451K | Sell |
5,297
-812
| -13% | -$69.1K | 0.66% | 62 |
|
|
2013
Q4 | $553K | Buy |
6,109
+260
| +4% | +$23.5K | 0.93% | 30 |
|
|
2013
Q3 | $496K | Buy |
5,849
+1,266
| +28% | +$107K | 0.91% | 35 |
|
|
2013
Q2 | $366K | Buy |
+4,583
| New | +$366K | 0.78% | 43 |
|