Capstone Financial Group’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$182K Hold
1,634
0.14% 83
2020
Q2
$184K Sell
1,634
-366
-18% -$41.2K 0.15% 78
2020
Q1
$199K Hold
2,000
0.2% 76
2019
Q4
$274K Buy
+2,000
New +$274K 0.26% 64