Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | – | – | 188 |
|
|
2016
Q4 | – | Sell |
-334
| Closed | -$38K | – | 187 |
|
|
2016
Q3 | $38K | Hold |
334
| – | – | 0.03% | 75 |
|
|
2016
Q2 | $40K | Hold |
334
| – | – | 0.05% | 51 |
|
|
2016
Q1 | $39K | Hold |
334
| – | – | 0.05% | 56 |
|
|
2015
Q4 | $38K | Hold |
334
| – | – | 0.03% | 57 |
|
|
2015
Q3 | $33K | Buy |
+334
| New | +$33K | 0.03% | 58 |
|