Regal Investment Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-312
| Closed | -$31K | – | 820 |
|
|
2015
Q3 | $31K | Buy |
312
+98
| +46% | +$9.74K | 0.01% | 488 |
|
|
2015
Q2 | $20K | Hold |
214
| – | – | 0.01% | 563 |
|
|
2015
Q1 | $23K | Hold |
214
| – | – | 0.01% | 545 |
|
|
2014
Q4 | $23K | Hold |
214
| – | – | 0.01% | 512 |
|
|
2014
Q3 | $20K | Hold |
214
| – | – | 0.01% | 556 |
|
|
2014
Q2 | $20K | Hold |
214
| – | – | 0.01% | 551 |
|
|
2014
Q1 | $18K | Sell |
214
-14
| -6% | -$1.18K | 0.01% | 540 |
|
|
2013
Q4 | $21K | Buy |
228
+96
| +73% | +$8.84K | 0.01% | 439 |
|
|
2013
Q3 | $11K | Buy |
132
+1
| +0.8% | +$83 | 0.01% | 588 |
|
|
2013
Q2 | $10K | Buy |
+131
| New | +$10K | 0.01% | 592 |
|