Coppell Advisory Solutions’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$708 | – | 2078 |
|
|
2024
Q3 | $708 | Hold |
3
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q2 | $610 | Buy |
+3
| New | +$610 | ﹤0.01% | 1572 |
|
|
2023
Q4 | $2.26K | Buy |
12
+9
| +300% | +$1.7K | ﹤0.01% | 1268 |
|
|
2023
Q3 | $562 | Sell |
3
-2
| -40% | -$375 | ﹤0.01% | 999 |
|
|
2023
Q2 | $855 | Buy |
+5
| New | +$855 | ﹤0.01% | 1167 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$562 | – | 999 |
|
|
2022
Q4 | $562 | Buy |
+3
| New | +$562 | ﹤0.01% | 1005 |
|