Concert Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $326K | Sell |
|
|||||
|
2017
Q1 | $1.24M | Sell |
|
|||||
|
2016
Q4 | $1.26M | Buy |
|
|||||
|
2016
Q3 | $1.08M | Sell |
|
|||||
|
2016
Q2 | $1.21M | Buy |
|
|||||
|
2016
Q1 | $1.16M | Sell |
|
|||||
|
2015
Q4 | $1.13M | Buy |
|
|||||
|
2015
Q3 | $965K | Buy |
|
|||||
|
2015
Q2 | $857K | Sell |
|
|||||
|
2015
Q1 | $608K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $726K | Sell |
|
|||||
|
2014
Q2 | $731K | Buy |
|
|||||
|
2014
Q1 | $635K | Buy |
|
|||||
|
2013
Q4 | $579K | Sell |
|
|||||
|
2013
Q3 | $602K | Sell |
|
|||||
|
2013
Q2 | $569K | Buy |
|