Laurel Wealth Planning’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42
| Closed | -$7.88K | – | 189 |
|
|
2022
Q4 | $7.88K | Hold |
42
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $6K | Sell |
42
-26
| -38% | -$3.71K | ﹤0.01% | 177 |
|
|
2022
Q2 | $12K | Hold |
68
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $12K | Hold |
68
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $11K | Hold |
68
| – | – | 0.01% | 140 |
|
|
2021
Q3 | $10K | Buy |
68
+26
| +62% | +$3.82K | 0.01% | 145 |
|
|
2021
Q2 | $6K | Hold |
42
| – | – | 0.01% | 108 |
|
|
2021
Q1 | $6K | Hold |
42
| – | – | 0.01% | 101 |
|
|
2020
Q4 | $6K | Buy |
+42
| New | +$6K | 0.01% | 96 |
|