SIMG
Sonora Investment Management Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,202
| Closed | -$206K | – | 282 |
|
|
2023
Q1 | $206K | Buy |
1,202
+127
| +12% | +$21.8K | 0.02% | 246 |
|
|
2022
Q4 | $202K | Buy |
+1,075
| New | +$202K | 0.02% | 248 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$215K | – | 259 |
|
|
2022
Q1 | $215K | Buy |
+1,175
| New | +$215K | 0.02% | 200 |
|