Jay D. Rosenbaum’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
Q4 | – | Sell |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $972K | Buy |
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|
2023
Q1 | $888K | Buy |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $811K | Sell |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $887K | Sell |
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|
2021
Q2 | $875K | Sell |
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|
2021
Q1 | $889K | Sell |
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|
2020
Q4 | $835K | Sell |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $748K | Hold |
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|
2020
Q1 | $652K | Buy |
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|
2019
Q4 | $845K | Sell |
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|
2019
Q3 | $925K | Buy |
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|
2019
Q2 | $891K | Sell |
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|
2019
Q1 | $823K | Buy |
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|
2018
Q4 | $716K | Sell |
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|
2018
Q3 | $780K | Sell |
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|
2018
Q2 | $740K | Buy |
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|
2018
Q1 | $829K | Hold |
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|
2017
Q4 | $811K | Buy |
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|
2017
Q3 | $720K | Hold |
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|
2017
Q2 | $744K | Buy |
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|
2017
Q1 | $605K | Buy |
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|
2016
Q4 | $549K | Buy |
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|
2016
Q3 | $321K | Buy |
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|
2016
Q2 | $259K | Buy |
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