Gupta Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $732K | Sell |
6,272
-1,072
| -15% | -$125K | 0.17% | 111 |
|
|
2015
Q4 | $829K | Sell |
7,344
-926
| -11% | -$105K | 0.21% | 99 |
|
|
2015
Q3 | $823K | Sell |
8,270
-1,919
| -19% | -$191K | 0.2% | 102 |
|
|
2015
Q2 | $985K | Buy |
10,189
+7
| +0.1% | +$677 | 0.24% | 90 |
|
|
2015
Q1 | $1.1M | Buy |
+10,182
| New | +$1.1M | 0.32% | 76 |
|