Investors Capital Advisory Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $226K | Sell |
1,903
-145
| -7% | -$17.2K | 0.04% | 544 |
|
|
2016
Q1 | $238K | Buy |
2,048
+43
| +2% | +$5K | 0.05% | 505 |
|
|
2015
Q4 | $225K | Buy |
+2,005
| New | +$225K | 0.04% | 540 |
|
|
2015
Q2 | – | Sell |
-1,945
| Closed | -$210K | – | 765 |
|
|
2015
Q1 | $210K | Sell |
1,945
-182
| -9% | -$19.7K | 0.04% | 596 |
|
|
2014
Q4 | $225K | Buy |
+2,127
| New | +$225K | 0.04% | 554 |
|