Gould Capital’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-211
| Closed | -$40.2K | – | 201 |
|
|
2023
Q4 | $40.2K | Hold |
211
| – | – | 0.03% | 96 |
|
|
2023
Q3 | $34.2K | Hold |
211
| – | – | 0.03% | 94 |
|
|
2023
Q2 | $36.6K | Hold |
211
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $36.2K | Hold |
211
| – | – | 0.03% | 93 |
|
|
2022
Q4 | $39.6K | Hold |
211
| – | – | 0.03% | 87 |
|
|
2022
Q3 | $32K | Hold |
211
| – | – | 0.03% | 88 |
|
|
2022
Q2 | $36K | Hold |
211
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $39K | Hold |
211
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $33K | Buy |
+211
| New | +$33K | 0.02% | 103 |
|