Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $216K | Hold |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $217K | Sell |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | $201K | Sell |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $281K | Sell |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $289K | Sell |
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|
2015
Q4 | $285K | Buy |
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