Financial Gravity Asset Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2
| Closed | -$188 | – | 838 |
|
|
2020
Q1 | $188 | Sell |
2
-123
| -98% | -$11.6K | ﹤0.01% | 750 |
|
|
2019
Q4 | $137K | Buy |
125
+18
| +17% | +$19.7K | 0.09% | 213 |
|
|
2019
Q3 | $16K | Buy |
107
+22
| +26% | +$3.29K | 0.01% | 512 |
|
|
2019
Q2 | $13K | Buy |
85
+14
| +20% | +$2.14K | 0.01% | 546 |
|
|
2019
Q1 | $10K | Buy |
+71
| New | +$10K | 0.01% | 562 |
|
|
2018
Q3 | $7K | Buy |
59
+11
| +23% | +$1.31K | 0.01% | 661 |
|
|
2018
Q2 | $6K | Sell |
48
-1
| -2% | -$125 | 0.01% | 710 |
|
|
2018
Q1 | $6K | Buy |
+49
| New | +$6K | 0.01% | 696 |
|