MAM
McCarthy Asset Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21
| Closed | -$4K | – | 262 |
|
|
2022
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 239 |
|