Shine Investment Advisory Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $52K | Buy |
483
+6
| +1% | +$646 | 0.02% | 292 |
|
|
2020
Q2 | $54K | Hold |
477
| – | – | 0.02% | 274 |
|
|
2020
Q1 | $47K | Hold |
477
| – | – | 0.02% | 276 |
|
|
2019
Q4 | $65K | Hold |
477
| – | – | 0.03% | 273 |
|
|
2019
Q3 | $71K | Sell |
477
-1,285
| -73% | -$191K | 0.03% | 238 |
|
|
2019
Q2 | $263K | Hold |
1,762
| – | – | 0.12% | 97 |
|
|
2019
Q1 | $242K | Hold |
1,762
| – | – | 0.11% | 102 |
|
|
2018
Q4 | $211K | Hold |
1,762
| – | – | 0.1% | 100 |
|
|
2018
Q3 | $229K | Sell |
1,762
-37
| -2% | -$4.81K | 0.12% | 98 |
|
|
2018
Q2 | $220K | Hold |
1,799
| – | – | 0.11% | 98 |
|
|
2018
Q1 | $250K | Hold |
1,799
| – | – | 0.13% | 86 |
|
|
2017
Q4 | $244K | Sell |
1,799
-40
| -2% | -$5.43K | 0.12% | 88 |
|
|
2017
Q3 | $225K | Buy |
1,839
+38
| +2% | +$4.65K | 0.12% | 95 |
|
|
2017
Q2 | $228K | Buy |
+1,801
| New | +$228K | 0.12% | 86 |
|