Clear Perspectives Financial Planning’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12K | Hold |
70
| – | – | 0.01% | 136 |
|
|
2022
Q4 | $13.1K | Hold |
70
| – | – | 0.01% | 142 |
|
|
2022
Q3 | $11K | Hold |
70
| – | – | 0.01% | 142 |
|
|
2022
Q2 | $12K | Hold |
70
| – | – | ﹤0.01% | 149 |
|
|
2022
Q1 | $13K | Hold |
70
| – | – | ﹤0.01% | 155 |
|
|
2021
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 171 |
|
|
2021
Q3 | $11K | Hold |
70
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 167 |
|
|
2021
Q1 | $11K | Hold |
70
| – | – | 0.01% | 148 |
|
|
2020
Q4 | $10K | Buy |
+70
| New | +$10K | 0.01% | 145 |
|