Destiny Wealth Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,705
| Closed | -$292K | – | 194 |
|
|
2023
Q1 | $292K | Sell |
1,705
-234
| -12% | -$40.1K | 0.06% | 139 |
|
|
2022
Q4 | $363K | Sell |
1,939
-5
| -0.3% | -$937 | 0.08% | 119 |
|
|
2022
Q3 | $298K | Buy |
1,944
+1,794
| +1,196% | +$275K | 0.07% | 129 |
|
|
2022
Q2 | $25K | Hold |
150
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $27K | Hold |
150
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $23K | Hold |
150
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $23K | Buy |
+150
| New | +$23K | ﹤0.01% | 367 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$23K | – | 479 |
|
|
2021
Q1 | $23K | Buy |
+150
| New | +$23K | ﹤0.01% | 353 |
|