PWAG
Polaris Wealth Advisory Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-95
| Closed | -$12K | – | 429 |
|
|
2018
Q3 | $12K | Buy |
95
+85
| +850% | +$10.7K | ﹤0.01% | 389 |
|
|
2018
Q2 | $1K | Sell |
10
-75
| -88% | -$7.5K | ﹤0.01% | 245 |
|
|
2018
Q1 | $12K | Buy |
+85
| New | +$12K | ﹤0.01% | 349 |
|
|
2016
Q2 | – | Sell |
-3,830
| Closed | -$447K | – | 128 |
|
|
2016
Q1 | $447K | Buy |
3,830
+525
| +16% | +$61.3K | 0.07% | 72 |
|
|
2015
Q4 | $373K | Buy |
+3,305
| New | +$373K | 0.06% | 108 |
|
|
2015
Q2 | – | Sell |
-51,812
| Closed | -$5.6M | – | 84 |
|
|
2015
Q1 | $5.6M | Buy |
+51,812
| New | +$5.6M | 1.02% | 24 |
|