C.M. Bidwell & Associates’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,225
| Closed | -$213K | – | 599 |
|
|
2023
Q2 | $213K | Buy |
+1,225
| New | +$213K | 0.16% | 118 |
|
|
2022
Q3 | – | Sell |
-627
| Closed | -$106K | – | 538 |
|
|
2022
Q2 | $106K | Buy |
+627
| New | +$106K | 0.08% | 211 |
|
|
2016
Q1 | – | Sell |
-36,455
| Closed | -$4.11M | – | 320 |
|
|
2015
Q4 | $4.11M | Buy |
+36,455
| New | +$4.11M | 0.98% | 43 |
|
|
2014
Q1 | – | Sell |
-2,685
| Closed | -$243K | – | 265 |
|
|
2013
Q4 | $243K | Sell |
2,685
-40,165
| -94% | -$3.64M | 0.06% | 135 |
|
|
2013
Q3 | $3.63M | Buy |
+42,850
| New | +$3.63M | 1% | 40 |
|