Buckley Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,422
| Closed | -$332K | – | 134 |
|
|
2019
Q4 | $332K | Hold |
2,422
| – | – | 0.15% | 107 |
|
|
2019
Q3 | $360K | Sell |
2,422
-350
| -13% | -$52K | 0.18% | 98 |
|
|
2019
Q2 | $414K | Sell |
2,772
-220
| -7% | -$32.9K | 0.19% | 99 |
|
|
2019
Q1 | $410K | Hold |
2,992
| – | – | 0.19% | 98 |
|
|
2018
Q4 | $358K | Sell |
2,992
-60
| -2% | -$7.18K | 0.18% | 103 |
|
|
2018
Q3 | $396K | Hold |
3,052
| – | – | 0.17% | 111 |
|
|
2018
Q2 | $373K | Sell |
3,052
-673
| -18% | -$82.3K | 0.18% | 109 |
|
|
2018
Q1 | $517K | Buy |
3,725
+1,860
| +100% | +$258K | 0.26% | 93 |
|
|
2017
Q4 | $253K | Buy |
+1,865
| New | +$253K | 0.13% | 144 |
|