Stonebridge Financial Planning Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$33K | – | 345 |
|
|
2021
Q4 | $33K | Hold |
200
| – | – | 0.02% | 254 |
|
|
2021
Q3 | $32K | Hold |
200
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $31K | Hold |
200
| – | – | 0.02% | 260 |
|
|
2021
Q1 | $30K | Hold |
200
| – | – | 0.02% | 259 |
|
|
2020
Q4 | $28K | Hold |
200
| – | – | 0.02% | 247 |
|
|
2020
Q3 | $23K | Hold |
200
| – | – | 0.02% | 257 |
|
|
2020
Q2 | $22K | Hold |
200
| – | – | 0.02% | 258 |
|
|
2020
Q1 | $21K | Hold |
200
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $27K | Buy |
+200
| New | +$27K | 0.02% | 216 |
|