KM
Kalos Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,271
| Closed | -$1.86M | – | 148 |
|
|
2016
Q3 | $1.86M | Buy |
16,271
+956
| +6% | +$110K | 1.59% | 16 |
|
|
2016
Q2 | $1.82M | Buy |
15,315
+455
| +3% | +$54.2K | 1.41% | 17 |
|
|
2016
Q1 | $1.68M | Buy |
14,860
+175
| +1% | +$19.8K | 1.4% | 18 |
|
|
2015
Q4 | $1.68M | Buy |
+14,685
| New | +$1.68M | 1.25% | 20 |
|