DWM
Doyle Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $336K | Buy |
2,195
+11
| +0.5% | +$1.68K | 0.03% | 154 |
|
|
2022
Q2 | $369K | Sell |
2,184
-3
| -0.1% | -$507 | 0.03% | 153 |
|
|
2022
Q1 | $400K | Buy |
2,187
+36
| +2% | +$6.58K | 0.03% | 170 |
|
|
2021
Q4 | $336K | Hold |
2,151
| – | – | 0.02% | 180 |
|
|
2021
Q3 | $327K | Hold |
2,151
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $322K | Hold |
2,151
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $324K | Sell |
2,151
-318
| -13% | -$47.9K | 0.03% | 170 |
|
|
2020
Q4 | $347K | Buy |
2,469
+212
| +9% | +$29.8K | 0.04% | 159 |
|
|
2020
Q3 | $244K | Buy |
2,257
+312
| +16% | +$33.7K | 0.03% | 164 |
|
|
2020
Q2 | $222K | Sell |
1,945
-79
| -4% | -$9.02K | 0.03% | 165 |
|
|
2020
Q1 | $201K | Buy |
2,024
+70
| +4% | +$6.95K | 0.03% | 172 |
|
|
2019
Q4 | $268K | Hold |
1,954
| – | – | 0.03% | 177 |
|
|
2019
Q3 | $291K | Buy |
+1,954
| New | +$291K | 0.04% | 159 |
|
|
2019
Q2 | – | Sell |
-1,945
| Closed | -$280K | – | 851 |
|
|
2019
Q1 | $280K | Hold |
1,945
| – | – | 0.04% | 157 |
|
|
2018
Q4 | $233K | Buy |
+1,945
| New | +$233K | 0.04% | 165 |
|