LifePlan Financial Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42K | Hold |
391
| – | – | 0.02% | 260 |
|
|
2020
Q2 | $45K | Hold |
391
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $39K | Hold |
391
| – | – | 0.02% | 250 |
|
|
2019
Q4 | $54K | Hold |
391
| – | – | 0.02% | 241 |
|
|
2019
Q3 | $58K | Hold |
391
| – | – | 0.03% | 226 |
|
|
2019
Q2 | $58K | Hold |
391
| – | – | 0.03% | 226 |
|
|
2019
Q1 | $54K | Hold |
391
| – | – | 0.03% | 233 |
|
|
2018
Q4 | $47K | Hold |
391
| – | – | 0.03% | 239 |
|
|
2018
Q3 | $51K | Hold |
391
| – | – | 0.03% | 244 |
|
|
2018
Q2 | $48K | Hold |
391
| – | – | 0.03% | 242 |
|
|
2018
Q1 | $54K | Buy |
+391
| New | +$54K | 0.03% | 216 |
|
|
2014
Q2 | – | Sell |
-156
| Closed | -$13K | – | 205 |
|
|
2014
Q1 | $13K | Buy |
156
+155
| +15,500% | +$12.9K | 0.01% | 168 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 249 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 234 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 206 |
|