Bedel Financial Consulting’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$14K | – | 831 |
|
|
2022
Q1 | $14K | Sell |
75
-57
| -43% | -$10.6K | ﹤0.01% | 609 |
|
|
2021
Q4 | $21K | Buy |
132
+57
| +76% | +$9.07K | 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% | -$5.57K | ﹤0.01% | 544 |
|
|
2020
Q3 | $12K | Sell |
113
-2
| -2% | -$212 | 0.01% | 491 |
|
|
2020
Q2 | $13K | Sell |
115
-3
| -3% | -$339 | 0.01% | 455 |
|
|
2020
Q1 | $12K | Buy |
118
+3
| +3% | +$305 | 0.01% | 450 |
|
|
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 | +$16K | 0.01% | 414 |
|