Rockefeller Financial Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $262K | Hold |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $188K | Buy |
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|
2016
Q4 | $167K | Buy |
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|
2016
Q3 | $148K | Hold |
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|
2016
Q2 | $153K | Sell |
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|
2016
Q1 | $158K | Buy |
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|
2015
Q4 | $145K | Sell |
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|
2015
Q3 | $178K | Buy |
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|
2015
Q2 | $92K | Hold |
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|
2015
Q1 | $102K | Buy |
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|
2014
Q4 | $47K | Hold |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $43K | Hold |
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|
2014
Q1 | $38K | Sell |
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|
2013
Q4 | $45K | Buy |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $36K | Buy |
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