Laurel Wealth Advisors (California)’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $463K | Sell |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $441K | Buy |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $290K | Hold |
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|
2017
Q4 | $284K | Sell |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $267K | Buy |
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|
2017
Q1 | $251K | Buy |
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