Ropes Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $852K | Sell |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $919K | Buy |
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|
2020
Q4 | $729K | Sell |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $785K | Buy |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $376K | Hold |
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|
2019
Q1 | $345K | Hold |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $923K | Hold |
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|
2018
Q2 | $870K | Sell |
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|
2018
Q1 | $988K | Buy |
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|
2017
Q4 | $965K | Hold |
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|
2017
Q3 | $872K | Hold |
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|
2017
Q2 | $900K | Hold |
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|
2017
Q1 | $858K | Hold |
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|
2016
Q4 | $871K | Hold |
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|
2016
Q3 | $815K | Sell |
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|
2016
Q2 | $851K | Buy |
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|
2016
Q1 | $294K | Hold |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $41K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $45K | Buy |
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