Simplicity Solutions’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
Q4
$1.76M Buy
2023
Q3
$1.46M Sell
2023
Q2
$1.75M Buy
2023
Q1
$1.59M Buy
2022
Q4
$986K Buy
2022
Q3
$771K Buy
2022
Q2
$480K Buy
2022
Q1
$432K Sell
2021
Q4
$748K Buy
2021
Q3
$297K Buy
2021
Q2
$204K Buy
2019
Q2
Sell
2019
Q1
$230K Sell
2018
Q4
$351K Buy
2018
Q3
Sell
2018
Q2
$225K Buy