KCS Wealth Advisory’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
-784
Closed -$117K 379
2019
Q3
$117K Buy
+784
New +$117K 0.08% 185
2018
Q2
Sell
-1,499
Closed -$208K 166
2018
Q1
$208K Sell
1,499
-8
-0.5% -$1.11K 0.19% 154
2017
Q4
$204K Buy
+1,507
New +$204K 0.2% 155