GWMIA
Global Wealth Management Investment Advisory’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-120
| Closed | -$22.9K | – | 408 |
|
|
2023
Q4 | $22.9K | Hold |
120
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $19.6K | Hold |
120
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $20.8K | Buy |
+120
| New | +$20.8K | 0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-143
| Closed | -$24K | – | 444 |
|
|
2022
Q2 | $24K | Buy |
143
+23
| +19% | +$3.86K | 0.01% | 228 |
|
|
2022
Q1 | $22K | Hold |
120
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $19K | Hold |
120
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $18K | Hold |
120
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $18K | Hold |
120
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $18K | Hold |
120
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $17K | Hold |
120
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $13K | Hold |
120
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $14K | Hold |
120
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $12K | Hold |
120
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $16K | Buy |
120
+18
| +18% | +$2.4K | 0.01% | 290 |
|
|
2019
Q3 | $15K | Hold |
102
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $15K | Buy |
+102
| New | +$15K | 0.01% | 319 |
|
|
2019
Q1 | – | Sell |
-157
| Closed | -$19K | – | 763 |
|
|
2018
Q4 | $19K | Buy |
+157
| New | +$19K | 0.01% | 307 |
|