Baystate Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $87.2K | Buy |
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|
2023
Q2 | $92.5K | Sell |
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|
2023
Q1 | $94.1K | Buy |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $73K | Buy |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $70K | Buy |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | $48K | Sell |
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|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $44K | Hold |
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|
2017
Q2 | $44K | Hold |
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|
2017
Q1 | $43K | Buy |
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|
2016
Q4 | $36K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $92K | Buy |
|