MPS Loria Financial Planners’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 |
-228
| Closed | -$34K | – | 521 |
|
|
2021
Q1 | $34K | Hold |
228
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $31K | Buy |
228
+28
| +14% | +$3.81K | 0.01% | 200 |
|
|
2020
Q3 | $22K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $23K | Buy |
+200
| New | +$23K | 0.01% | 189 |
|
|
2017
Q3 | – | Sell |
-325
| Closed | -$42K | – | 308 |
|
|
2017
Q2 | $42K | Buy |
+325
| New | +$42K | 0.03% | 164 |
|