Clifford Swan Investment Counsel’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,661
| Closed | -$203K | – | 325 |
|
|
2018
Q2 | $203K | Buy |
+1,661
| New | +$203K | 0.01% | 303 |
|
|
2018
Q1 | – | Sell |
-1,716
| Closed | -$233K | – | 318 |
|
|
2017
Q4 | $233K | Hold |
1,716
| – | – | 0.01% | 288 |
|
|
2017
Q3 | $210K | Hold |
1,716
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $217K | Buy |
+1,716
| New | +$217K | 0.01% | 299 |
|