GWA
Guidant Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-86
| Closed | -$10K | – | 293 |
|
|
2018
Q4 | $10K | Sell |
86
-113
| -57% | -$13.1K | ﹤0.01% | 199 |
|
|
2018
Q3 | $25K | Hold |
199
| – | – | 0.01% | 109 |
|
|
2018
Q2 | $24K | Hold |
199
| – | – | 0.01% | 105 |
|
|
2018
Q1 | $26K | Hold |
199
| – | – | 0.01% | 101 |
|
|
2017
Q4 | $26K | Hold |
199
| – | – | 0.01% | 103 |
|
|
2017
Q3 | $24K | Hold |
199
| – | – | 0.02% | 104 |
|
|
2017
Q2 | $25K | Buy |
199
+113
| +131% | +$14.2K | 0.01% | 141 |
|
|
2017
Q1 | $10K | Hold |
86
| – | – | 0.01% | 174 |
|
|
2016
Q4 | $10K | Sell |
86
-1
| -1% | -$116 | 0.01% | 165 |
|
|
2016
Q3 | $10K | Buy |
+87
| New | +$10K | 0.01% | 163 |
|