IPG Investment Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,608
| Closed | -$239K | – | 144 |
|
|
2019
Q3 | $239K | Buy |
1,608
+1
| +0.1% | +$149 | 0.08% | 106 |
|
|
2019
Q2 | $240K | Buy |
1,607
+2
| +0.1% | +$299 | 0.09% | 119 |
|
|
2019
Q1 | $220K | Buy |
+1,605
| New | +$220K | 0.08% | 132 |
|
|
2018
Q4 | – | Sell |
-2,026
| Closed | -$263K | – | 179 |
|
|
2018
Q3 | $263K | Buy |
+2,026
| New | +$263K | 0.08% | 135 |
|