Sutton Wealth Advisors’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
Q3 | $23K | Buy |
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|
2023
Q2 | $22.2K | Sell |
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|
2023
Q1 | $22.6K | Sell |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $295K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $261K | Hold |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $224K | Buy |
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