Independence Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $225K | Buy |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $334K | Sell |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $312K | Hold |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $279K | Hold |
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|
2018
Q1 | $316K | Hold |
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|
2017
Q4 | $309K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $288K | Hold |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $287K | Sell |
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|
2016
Q3 | $274K | Buy |
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|
2016
Q2 | $204K | Buy |
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