Asset Planning Services (Pennsylvania)’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-56
| Closed | -$8K | – | 239 |
|
|
2019
Q3 | $8K | Sell |
56
-88
| -61% | -$12.6K | ﹤0.01% | 219 |
|
|
2019
Q2 | $22K | Hold |
144
| – | – | 0.01% | 162 |
|
|
2019
Q1 | $20K | Hold |
144
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $17K | Hold |
144
| – | – | 0.01% | 175 |
|
|
2018
Q3 | $19K | Hold |
144
| – | – | 0.01% | 173 |
|
|
2018
Q2 | $18K | Hold |
144
| – | – | 0.01% | 171 |
|
|
2018
Q1 | $20K | Hold |
144
| – | – | 0.01% | 174 |
|
|
2017
Q4 | $20K | Hold |
144
| – | – | 0.01% | 173 |
|
|
2017
Q3 | $18K | Hold |
144
| – | – | 0.01% | 199 |
|
|
2017
Q2 | $18K | Hold |
144
| – | – | 0.01% | 188 |
|
|
2017
Q1 | $17K | Hold |
144
| – | – | 0.01% | 195 |
|
|
2016
Q4 | $18K | Hold |
144
| – | – | 0.01% | 169 |
|
|
2016
Q3 | $16K | Hold |
144
| – | – | 0.01% | 169 |
|
|
2016
Q2 | $17K | Hold |
144
| – | – | 0.01% | 175 |
|
|
2016
Q1 | $17K | Hold |
144
| – | – | 0.02% | 172 |
|
|
2015
Q4 | $16K | Hold |
144
| – | – | 0.02% | 144 |
|
|
2015
Q3 | $14K | Hold |
144
| – | – | 0.01% | 144 |
|
|
2015
Q2 | $14K | Buy |
+144
| New | +$14K | 0.01% | 167 |
|