Horan Securities’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$5.57K | – | 763 |
|
|
2023
Q1 | $5.57K | Hold |
33
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $6.09K | Buy |
+33
| New | +$6.09K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-48
| Closed | -$5K | – | 399 |
|
|
2020
Q2 | $5K | Buy |
+48
| New | +$5K | 0.01% | 243 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$7K | – | 301 |
|
|
2019
Q2 | $7K | Buy |
+50
| New | +$7K | 0.01% | 202 |
|