Shamrock Asset Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $118K | Sell |
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|
2019
Q2 | $141K | Sell |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $196K | Buy |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $230K | Hold |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $252K | Sell |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $296K | Buy |
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|
2016
Q3 | $254K | Buy |
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|
2016
Q2 | $157K | Buy |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $33K | Hold |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $28K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $31K | Sell |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $43K | Sell |
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|
2014
Q1 | $45K | Buy |
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