Jacobus Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $685K | Hold |
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|
2017
Q2 | $708K | Hold |
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|
2017
Q1 | $674K | Hold |
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|
2016
Q4 | $685K | Hold |
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|
2016
Q3 | $641K | Buy |
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|
2016
Q2 | $567K | Sell |
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|
2016
Q1 | $716K | Sell |
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|
2015
Q4 | $774K | Sell |
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|
2015
Q3 | $691K | Hold |
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|
2015
Q2 | $671K | Hold |
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|
2015
Q1 | $751K | Hold |
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|
2014
Q4 | $735K | Hold |
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|
2014
Q3 | $652K | Sell |
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|
2014
Q2 | $726K | Hold |
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|
2014
Q1 | $656K | Buy |
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|
2013
Q4 | $549K | Buy |
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|
2013
Q3 | $434K | Hold |
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|
2013
Q2 | $409K | Buy |
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