Liberty Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-48
| Closed | -$8K | – | 1019 |
|
|
2021
Q3 | $8K | Buy |
48
+24
| +100% | +$4K | ﹤0.01% | 876 |
|
|
2021
Q2 | $4K | Sell |
24
-3
| -11% | -$500 | ﹤0.01% | 844 |
|
|
2021
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 782 |
|
|
2020
Q3 | $3K | Buy |
27
+1
| +4% | +$111 | ﹤0.01% | 726 |
|
|
2020
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 710 |
|
|
2020
Q1 | $3K | Sell |
26
-48
| -65% | -$5.54K | ﹤0.01% | 698 |
|
|
2019
Q4 | $10K | Buy |
74
+60
| +429% | +$8.11K | 0.01% | 545 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 756 |
|
|
2019
Q2 | $2K | Buy |
14
+6
| +75% | +$857 | ﹤0.01% | 779 |
|
|
2019
Q1 | $1K | Sell |
8
-110
| -93% | -$13.8K | ﹤0.01% | 696 |
|
|
2018
Q4 | $14K | Buy |
+118
| New | +$14K | 0.01% | 381 |
|