Northstar 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
2020
Q3
$878K Buy
8,120
+3,078
+61% +$333K 0.41% 65
2020
Q2
$575K Buy
+5,042
New +$575K 0.24% 96
2017
Q3
Sell
-3,548
Closed -$446K 143
2017
Q2
$446K Sell
3,548
-205
-5% -$25.8K 0.41% 77
2017
Q1
$454K Buy
+3,753
New +$454K 0.42% 76