KMS Financial Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$364K Sell
3,873
-829
-18% -$77.9K 0.05% 333
2014
Q2
$442K Buy
4,702
+87
+2% +$8.18K 0.06% 302
2014
Q1
$393K Buy
4,615
+190
+4% +$16.2K 0.06% 310
2013
Q4
$401K Buy
4,425
+905
+26% +$82K 0.07% 314
2013
Q3
$298K Buy
+3,520
New +$298K 0.07% 292