THWM
Taylor Hoffman Wealth Management’s Travelers Companies TRV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-581
| Closed | -$80K | – | 351 |
|
2019
Q4 | $80K | Hold |
581
| – | – | 0.05% | 181 |
|
2019
Q3 | $86K | Hold |
581
| – | – | 0.06% | 167 |
|
2019
Q2 | $87K | Hold |
581
| – | – | 0.07% | 158 |
|
2019
Q1 | $80K | Hold |
581
| – | – | 0.06% | 157 |
|
2018
Q4 | $70K | Hold |
581
| – | – | 0.06% | 151 |
|
2018
Q3 | $75K | Hold |
581
| – | – | 0.06% | 151 |
|
2018
Q2 | $71K | Hold |
581
| – | – | 0.06% | 152 |
|
2018
Q1 | $81K | Hold |
581
| – | – | 0.07% | 143 |
|
2017
Q4 | $79K | Buy |
+581
| New | +$79K | 0.08% | 142 |
|