B. Riley Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-235
| Closed | -$22K | – | 698 |
|
|
2015
Q2 | $22K | Buy |
235
+62
| +36% | +$5.8K | 0.02% | 586 |
|
|
2015
Q1 | $18K | Buy |
173
+155
| +861% | +$16.1K | 0.01% | 639 |
|
|
2014
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 985 |
|
|
2014
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1038 |
|
|
2014
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1081 |
|
|
2014
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1012 |
|