Doyle Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $233K | Buy |
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