Berman Capital Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $167K | Buy |
1,105
+344
| +45% | +$52K | 0.03% | 304 |
|
|
2021
Q2 | $114K | Buy |
761
+181
| +31% | +$27.1K | 0.02% | 346 |
|
|
2021
Q1 | $87K | Buy |
580
+142
| +32% | +$21.3K | 0.02% | 339 |
|
|
2020
Q4 | $61K | Buy |
438
+156
| +55% | +$21.7K | 0.01% | 355 |
|
|
2020
Q3 | $30K | Hold |
282
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $31K | Sell |
282
-67
| -19% | -$7.37K | 0.01% | 434 |
|
|
2020
Q1 | $33K | Buy |
349
+162
| +87% | +$15.3K | 0.01% | 372 |
|
|
2019
Q4 | $25K | Sell |
187
-26
| -12% | -$3.48K | 0.01% | 473 |
|
|
2019
Q3 | $31K | Buy |
213
+50
| +31% | +$7.28K | 0.01% | 399 |
|
|
2019
Q2 | $24K | Buy |
163
+116
| +247% | +$17.1K | 0.01% | 466 |
|
|
2019
Q1 | $6K | Sell |
47
-28
| -37% | -$3.57K | ﹤0.01% | 830 |
|
|
2018
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 572 |
|