Evolution Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50
| Closed | -$8K | – | 672 |
|
|
2021
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 465 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 635 |
|
|
2020
Q3 | – | Sell |
-38
| Closed | -$4K | – | 610 |
|
|
2020
Q2 | $4K | Sell |
38
-37
| -49% | -$3.9K | ﹤0.01% | 406 |
|
|
2020
Q1 | $7K | Buy |
75
+32
| +74% | +$2.99K | ﹤0.01% | 231 |
|
|
2019
Q4 | $6K | Sell |
43
-74
| -63% | -$10.3K | ﹤0.01% | 383 |
|
|
2019
Q3 | $17K | Buy |
117
+86
| +277% | +$12.5K | 0.01% | 118 |
|
|
2019
Q2 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 272 |
|