Buckingham Strategic Wealth’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $899K | Buy |
|
|||||
|
2024
Q1 | $979K | Buy |
|
|||||
|
2023
Q4 | $772K | Sell |
|
|||||
|
2023
Q3 | $709K | Buy |
|
|||||
|
2023
Q2 | $695K | Sell |
|
|||||
|
2023
Q1 | $795K | Hold |
|
|||||
|
2022
Q4 | $795K | Sell |
|
|||||
|
2022
Q3 | $792K | Buy |
|
|||||
|
2022
Q2 | $850K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $593K | Buy |
|
|||||
|
2021
Q1 | $565K | Sell |
|
|||||
|
2020
Q4 | $531K | Sell |
|
|||||
|
2020
Q3 | $415K | Sell |
|
|||||
|
2020
Q2 | $440K | Buy |
|
|||||
|
2020
Q1 | $339K | Sell |
|
|||||
|
2019
Q4 | $499K | Sell |
|
|||||
|
2019
Q3 | $624K | Buy |
|
|||||
|
2019
Q2 | $611K | Sell |
|
|||||
|
2019
Q1 | $561K | Buy |
|
|||||
|
2018
Q4 | $436K | Buy |
|
|||||
|
2018
Q3 | $396K | Buy |
|
|||||
|
2018
Q2 | $316K | Buy |
|
|||||
|
2018
Q1 | $314K | Buy |
|