Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-892
| Closed | -$151K | – | 643 |
|
|
2022
Q2 | $151K | Buy |
892
+838
| +1,552% | +$142K | 0.03% | 145 |
|
|
2022
Q1 | $10K | Hold |
54
| – | – | ﹤0.01% | 364 |
|
|
2021
Q4 | $8K | Buy |
+54
| New | +$8K | ﹤0.01% | 340 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$7K | – | 450 |
|
|
2020
Q4 | $7K | Buy |
+53
| New | +$7K | 0.01% | 291 |
|