Horst & Graben Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,551
| Closed | -$1.14M | – | 142 |
|
|
2021
Q1 | $1.14M | Hold |
7,551
| – | – | 0.36% | 41 |
|
|
2020
Q4 | $1.06M | Hold |
7,551
| – | – | 0.37% | 39 |
|
|
2020
Q3 | $817K | Hold |
7,551
| – | – | 0.32% | 44 |
|
|
2020
Q2 | $861K | Hold |
7,551
| – | – | 0.38% | 34 |
|
|
2020
Q1 | $750K | Buy |
+7,551
| New | +$750K | 0.39% | 33 |
|