GPWA
Great Point Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,778
| Closed | -$309K | – | 64 |
|
|
2023
Q2 | $309K | Buy |
1,778
+3
| +0.2% | +$521 | 0.09% | 53 |
|
|
2023
Q1 | $304K | Hold |
1,775
| – | – | 0.1% | 52 |
|
|
2022
Q4 | $333K | Hold |
1,775
| – | – | 0.11% | 50 |
|
|
2022
Q3 | $272K | Hold |
1,775
| – | – | 0.1% | 55 |
|
|
2022
Q2 | $300K | Hold |
1,775
| – | – | 0.11% | 53 |
|
|
2022
Q1 | $324K | Hold |
1,775
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $278K | Hold |
1,775
| – | – | 0.09% | 54 |
|
|
2021
Q3 | $270K | Hold |
1,775
| – | – | 0.09% | 47 |
|
|
2021
Q2 | $266K | Hold |
1,775
| – | – | 0.09% | 47 |
|
|
2021
Q1 | $267K | Hold |
1,775
| – | – | 0.1% | 43 |
|
|
2020
Q4 | $249K | Buy |
+1,775
| New | +$249K | 0.11% | 43 |
|
|
2020
Q1 | – | Sell |
-1,775
| Closed | -$243K | – | 49 |
|
|
2019
Q4 | $243K | Hold |
1,775
| – | – | 0.15% | 40 |
|
|
2019
Q3 | $263K | Hold |
1,775
| – | – | 0.18% | 37 |
|
|
2019
Q2 | $265K | Hold |
1,775
| – | – | 0.21% | 39 |
|
|
2019
Q1 | $243K | Hold |
1,775
| – | – | 0.21% | 40 |
|
|
2018
Q4 | $212K | Buy |
+1,775
| New | +$212K | 0.2% | 39 |
|