Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,495
| Closed | -$171K | – | 941 |
|
|
2016
Q3 | $171K | Buy |
1,495
+22
| +1% | +$2.52K | 0.06% | 251 |
|
|
2016
Q2 | $175K | Hold |
1,473
| – | – | 0.07% | 231 |
|
|
2016
Q1 | $172K | Sell |
1,473
-55
| -4% | -$6.42K | 0.07% | 208 |
|
|
2015
Q4 | $172K | Buy |
1,528
+55
| +4% | +$6.19K | 0.07% | 209 |
|
|
2015
Q3 | $147K | Hold |
1,473
| – | – | 0.06% | 224 |
|
|
2015
Q2 | $142K | Buy |
+1,473
| New | +$142K | 0.06% | 237 |
|