Relaxing Retirement Coach’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $280K | Buy |
1,612
+12
| +0.8% | +$2.08K | 0.08% | 62 |
|
|
2023
Q1 | $274K | Hold |
1,600
| – | – | 0.09% | 56 |
|
|
2022
Q4 | $300K | Hold |
1,600
| – | – | 0.11% | 53 |
|
|
2022
Q3 | $245K | Hold |
1,600
| – | – | 0.12% | 47 |
|
|
2022
Q2 | $271K | Hold |
1,600
| – | – | 0.14% | 45 |
|
|
2022
Q1 | $292K | Hold |
1,600
| – | – | 0.15% | 44 |
|
|
2021
Q4 | $250K | Buy |
+1,600
| New | +$250K | 0.14% | 47 |
|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$219K | – | 52 |
|
|
2019
Q4 | $219K | Hold |
1,600
| – | – | 0.06% | 50 |
|
|
2019
Q3 | $238K | Hold |
1,600
| – | – | 0.07% | 50 |
|
|
2019
Q2 | $239K | Hold |
1,600
| – | – | 0.07% | 50 |
|
|
2019
Q1 | $219K | Buy |
+1,600
| New | +$219K | 0.07% | 51 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$208K | – | 53 |
|
|
2018
Q3 | $208K | Buy |
+1,600
| New | +$208K | 0.06% | 53 |
|
|
2018
Q2 | – | Sell |
-1,600
| Closed | -$222K | – | 55 |
|
|
2018
Q1 | $222K | Buy |
+1,600
| New | +$222K | 0.07% | 53 |
|