Surevest’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $4.01M | Buy |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $4.54M | Sell |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $3.19M | Buy |
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|
2020
Q2 | $3.04M | Buy |
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|
2020
Q1 | $2.22M | Buy |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $287K | Buy |
|