Filbrandt Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $43K | Hold |
280
| – | – | 0.02% | 95 |
|
|
2021
Q2 | $42K | Hold |
280
| – | – | 0.02% | 97 |
|
|
2021
Q1 | $42K | Sell |
280
-73
| -21% | -$11K | 0.03% | 94 |
|
|
2020
Q4 | $49K | Buy |
353
+73
| +26% | +$10.1K | 0.03% | 85 |
|
|
2020
Q3 | $30K | Sell |
280
-432
| -61% | -$46.3K | 0.02% | 101 |
|
|
2020
Q2 | $81K | Buy |
712
+432
| +154% | +$49.1K | 0.06% | 84 |
|
|
2020
Q1 | $28K | Hold |
280
| – | – | 0.03% | 92 |
|
|
2019
Q4 | $38K | Buy |
+280
| New | +$38K | 0.03% | 97 |
|