Freedman Financial Associates’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-64
| Closed | -$12K | – | 404 |
|
|
2022
Q1 | $12K | Hold |
64
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $10K | Hold |
64
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $10K | Hold |
64
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $10K | Buy |
64
+1
| +2% | +$156 | 0.01% | 345 |
|
|
2021
Q1 | $9K | Hold |
63
| – | – | 0.01% | 360 |
|
|
2020
Q4 | $9K | Buy |
+63
| New | +$9K | 0.01% | 358 |
|