PFA
Paradigm Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,601
| Closed | -$389K | – | 128 |
|
|
2019
Q2 | $389K | Hold |
2,601
| – | – | 0.14% | 84 |
|
|
2019
Q1 | $357K | Hold |
2,601
| – | – | 0.14% | 85 |
|
|
2018
Q4 | $311K | Hold |
2,601
| – | – | 0.14% | 83 |
|
|
2018
Q3 | $337K | Hold |
2,601
| – | – | 0.13% | 87 |
|
|
2018
Q2 | $318K | Hold |
2,601
| – | – | 0.14% | 87 |
|
|
2018
Q1 | $361K | Sell |
2,601
-2,500
| -49% | -$347K | 0.16% | 84 |
|
|
2017
Q4 | $691K | Hold |
5,101
| – | – | 0.31% | 53 |
|
|
2017
Q3 | $624K | Hold |
5,101
| – | – | 0.3% | 56 |
|
|
2017
Q2 | $645K | Hold |
5,101
| – | – | 0.33% | 52 |
|
|
2017
Q1 | $614K | Hold |
5,101
| – | – | 0.31% | 53 |
|
|
2016
Q4 | $624K | Buy |
+5,101
| New | +$624K | 0.34% | 51 |
|