CWA
Cypress Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,761
| Closed | -$223K | – | 73 |
|
|
2017
Q2 | $223K | Sell |
1,761
-2,823
| -62% | -$357K | 0.26% | 71 |
|
|
2017
Q1 | $553K | Buy |
4,584
+101
| +2% | +$12.2K | 0.25% | 90 |
|
|
2016
Q4 | $549K | Buy |
4,483
+66
| +1% | +$8.08K | 0.25% | 85 |
|
|
2016
Q3 | $506K | Buy |
4,417
+44
| +1% | +$5.04K | 0.23% | 95 |
|
|
2016
Q2 | $521K | Hold |
4,373
| – | – | 0.26% | 89 |
|
|
2016
Q1 | $510K | Buy |
4,373
+11
| +0.3% | +$1.28K | 0.23% | 92 |
|
|
2015
Q4 | $492K | Hold |
4,362
| – | – | 0.25% | 91 |
|
|
2015
Q3 | $434K | Buy |
4,362
+1,654
| +61% | +$165K | 0.23% | 101 |
|
|
2015
Q2 | $262K | Buy |
+2,708
| New | +$262K | 0.15% | 120 |
|