Burleson & Co’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-106
| Closed | -$16K | – | 444 |
|
|
2022
Q3 | $16K | Sell |
106
-16
| -13% | -$2.42K | ﹤0.01% | 243 |
|
|
2022
Q2 | $21K | Buy |
122
+16
| +15% | +$2.75K | ﹤0.01% | 218 |
|
|
2022
Q1 | $19K | Hold |
106
| – | – | ﹤0.01% | 230 |
|
|
2021
Q4 | $17K | Hold |
106
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $16K | Hold |
106
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $16K | Hold |
106
| – | – | ﹤0.01% | 241 |
|
|
2021
Q1 | $16K | Buy |
+106
| New | +$16K | ﹤0.01% | 236 |
|