DFPG Investments’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $766K | Sell |
4,003
-197
| -5% | -$37.7K | 0.06% | 296 |
|
|
2023
Q3 | $708K | Buy |
4,200
+504
| +14% | +$85K | 0.07% | 272 |
|
|
2023
Q2 | $630K | Sell |
3,696
-2,804
| -43% | -$478K | 0.06% | 326 |
|
|
2023
Q1 | $1.11M | Buy |
6,500
+3,602
| +124% | +$617K | 0.12% | 177 |
|
|
2022
Q4 | $555K | Buy |
+2,898
| New | +$555K | 0.09% | 237 |
|