Genovese Burford & Brothers Wealth & Retirement Plan Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $789K | Hold |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.02M | Hold |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $952K | Buy |
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|
2017
Q2 | $983K | Sell |
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|
2017
Q1 | $941K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $890K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $907K | Buy |
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|
2015
Q4 | $877K | Buy |
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