Bedel Financial Consulting’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-75	Closed	-$14K	–	831
2022 Q1	$14K	Sell	75 -57	-43%	-$9.77K	﹤0.01%	609
2021 Q4	$21K	Buy	132 +57	+76%	+$8.91K	0.01%	561
2021 Q3	$11K	Hold	75	–	–	﹤0.01%	657
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	663
2021 Q1	$11K	Hold	75	–	–	﹤0.01%	631
2020 Q4	$11K	Sell	75 -38	-34%	-$4.88K	﹤0.01%	544
2020 Q3	$12K	Sell	113 -2	-2%	-$229	0.01%	491
2020 Q2	$13K	Sell	115 -3	-3%	-$316	0.01%	455
2020 Q1	$12K	Buy	118 +3	+3%	+$373	0.01%	451
2019 Q4	$16K	Hold	115	–	–	0.01%	432
2019 Q3	$17K	Hold	115	–	–	0.01%	412
2019 Q2	$17K	Hold	115	–	–	0.01%	417
2019 Q1	$16K	Hold	115	–	–	0.01%	420
2018 Q4	$14K	Hold	115	–	–	0.01%	415
2018 Q3	$14K	Hold	115	–	–	0.01%	435
2018 Q2	$14K	Hold	115	–	–	0.01%	440
2018 Q1	$16K	Buy	+115	New	+$16.1K	0.01%	414