BWA
BDO Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.58M | Buy |
14,868
+219
| +1% | +$38K | 0.3% | 76 |
|
|
2023
Q1 | $2.51M | Sell |
14,649
-301
| -2% | -$51.6K | 0.31% | 72 |
|
|
2022
Q4 | $2.8M | Buy |
14,950
+401
| +3% | +$75.2K | 0.35% | 62 |
|
|
2022
Q3 | $2.23M | Sell |
14,549
-46
| -0.3% | -$7.05K | 0.3% | 72 |
|
|
2022
Q2 | $2.47M | Sell |
14,595
-748
| -5% | -$127K | 0.3% | 65 |
|
|
2022
Q1 | $2.8M | Buy |
15,343
+419
| +3% | +$76.6K | 0.3% | 66 |
|
|
2021
Q4 | $2.34M | Buy |
14,924
+328
| +2% | +$51.3K | 0.25% | 79 |
|
|
2021
Q3 | $2.22M | Buy |
14,596
+254
| +2% | +$38.6K | 0.24% | 72 |
|
|
2021
Q2 | $2.15M | Buy |
14,342
+742
| +5% | +$111K | 0.24% | 75 |
|
|
2021
Q1 | $2.05M | Sell |
13,600
-282
| -2% | -$42.4K | 0.24% | 78 |
|
|
2020
Q4 | $1.95M | Buy |
13,882
+86
| +0.6% | +$12.1K | 0.27% | 68 |
|
|
2020
Q3 | $1.49M | Sell |
13,796
-317
| -2% | -$34.3K | 0.24% | 74 |
|
|
2020
Q2 | $1.61M | Sell |
14,113
-326
| -2% | -$37.2K | 0.28% | 68 |
|
|
2020
Q1 | $1.43M | Buy |
14,439
+1,216
| +9% | +$121K | 0.29% | 69 |
|
|
2019
Q4 | $1.81M | Sell |
13,223
-986
| -7% | -$135K | 0.47% | 45 |
|
|
2019
Q3 | $2.11M | Buy |
14,209
+95
| +0.7% | +$14.1K | 0.54% | 38 |
|
|
2019
Q2 | $2.11M | Buy |
14,114
+562
| +4% | +$84K | 0.57% | 38 |
|
|
2019
Q1 | $1.86M | Buy |
13,552
+1,051
| +8% | +$144K | 0.54% | 45 |
|
|
2018
Q4 | $1.5M | Buy |
12,501
+414
| +3% | +$49.6K | 0.52% | 43 |
|
|
2018
Q3 | $1.57M | Buy |
12,087
+541
| +5% | +$70.2K | 0.51% | 41 |
|
|
2018
Q2 | $1.41M | Buy |
11,546
+174
| +2% | +$21.3K | 0.48% | 42 |
|
|
2018
Q1 | $1.58M | Buy |
11,372
+651
| +6% | +$90.4K | 0.59% | 32 |
|
|
2017
Q4 | $1.45M | Buy |
10,721
+160
| +2% | +$21.7K | 0.65% | 24 |
|
|
2017
Q3 | $1.29M | Sell |
10,561
-353
| -3% | -$43.3K | 0.64% | 28 |
|
|
2017
Q2 | $1.38M | Buy |
+10,914
| New | +$1.38M | 0.6% | 27 |
|