Meridian Wealth Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-424
| Closed | -$64K | – | 1162 |
|
|
2021
Q1 | $64K | Buy |
424
+124
| +41% | +$18.7K | 0.02% | 139 |
|
|
2020
Q4 | $42K | Hold |
300
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $32K | Hold |
300
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $34K | Hold |
300
| – | – | 0.02% | 154 |
|
|
2020
Q1 | $30K | Hold |
300
| – | – | 0.02% | 149 |
|
|
2019
Q4 | $41K | Buy |
+300
| New | +$41K | 0.03% | 143 |
|