Personal 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
Q3 | – | Sell |
-996
| Closed | -$149K | – | 364 |
|
|
2021
Q2 | $149K | Buy |
+996
| New | +$149K | 0.06% | 93 |
|
|
2020
Q1 | – | Sell |
-957
| Closed | -$131K | – | 558 |
|
|
2019
Q4 | $131K | Hold |
957
| – | – | 0.06% | 90 |
|
|
2019
Q3 | $142K | Buy |
957
+16
| +2% | +$2.37K | 0.07% | 81 |
|
|
2019
Q2 | $141K | Buy |
+941
| New | +$141K | 0.07% | 73 |
|