LA
Lucus Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,832
| Closed | -$347K | – | 248 |
|
|
2017
Q3 | $347K | Buy |
2,832
+5
| +0.2% | +$613 | 0.49% | 124 |
|
|
2017
Q2 | $358K | Sell |
2,827
-560
| -17% | -$70.9K | 0.48% | 100 |
|
|
2017
Q1 | $408K | Buy |
+3,387
| New | +$408K | 0.38% | 141 |
|
|
2016
Q4 | – | Sell |
-3,440
| Closed | -$394K | – | 166 |
|
|
2016
Q3 | $394K | Buy |
3,440
+505
| +17% | +$57.8K | 0.34% | 133 |
|
|
2016
Q2 | $349K | Buy |
+2,935
| New | +$349K | 0.29% | 129 |
|