Regal Wealth Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-140
| Closed | -$21K | – | 223 |
|
2021
Q1 | $21K | Hold |
140
| – | – | 0.01% | 141 |
|
2020
Q4 | $20K | Hold |
140
| – | – | 0.01% | 135 |
|
2020
Q3 | $15K | Hold |
140
| – | – | 0.01% | 135 |
|
2020
Q2 | $16K | Hold |
140
| – | – | 0.01% | 129 |
|
2020
Q1 | $14K | Hold |
140
| – | – | 0.01% | 117 |
|
2019
Q4 | $19K | Hold |
140
| – | – | 0.01% | 130 |
|
2019
Q3 | $21K | Hold |
140
| – | – | 0.01% | 105 |
|
2019
Q2 | $21K | Hold |
140
| – | – | 0.01% | 103 |
|
2019
Q1 | $19K | Hold |
140
| – | – | 0.01% | 100 |
|
2018
Q4 | $17K | Hold |
140
| – | – | 0.02% | 103 |
|
2018
Q3 | $18K | Hold |
140
| – | – | 0.01% | 106 |
|
2018
Q2 | $17K | Hold |
140
| – | – | 0.02% | 115 |
|
2018
Q1 | $19K | Hold |
140
| – | – | 0.01% | 107 |
|
2017
Q4 | $19K | Buy |
140
+16
| +13% | +$2.17K | 0.01% | 105 |
|
2017
Q3 | $15K | Hold |
124
| – | – | 0.01% | 108 |
|
2017
Q2 | $16K | Hold |
124
| – | – | 0.01% | 107 |
|
2017
Q1 | $15K | Hold |
124
| – | – | 0.01% | 109 |
|
2016
Q4 | $15K | Hold |
124
| – | – | 0.01% | 104 |
|
2016
Q3 | $14K | Hold |
124
| – | – | 0.01% | 108 |
|
2016
Q2 | $15K | Hold |
124
| – | – | 0.01% | 104 |
|
2016
Q1 | $14K | Hold |
124
| – | – | 0.01% | 108 |
|
2015
Q4 | $14K | Buy |
+124
| New | +$14K | 0.01% | 106 |
|