TAIM
TD Ameritrade Investment Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$5K | – | 641 |
|
|
2022
Q1 | $5K | Sell |
25
-4
| -14% | -$800 | ﹤0.01% | 558 |
|
|
2021
Q4 | $5K | Sell |
29
-1,151
| -98% | -$198K | ﹤0.01% | 541 |
|
|
2021
Q3 | $128K | Buy |
1,180
+1,151
| +3,969% | +$125K | ﹤0.01% | 241 |
|
|
2021
Q2 | $4K | Sell |
29
-858
| -97% | -$118K | ﹤0.01% | 561 |
|
|
2021
Q1 | $125K | Hold |
887
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $125K | Sell |
887
-293
| -25% | -$41.3K | ﹤0.01% | 251 |
|
|
2020
Q3 | $128K | Buy |
1,180
+168
| +17% | +$18.2K | ﹤0.01% | 241 |
|
|
2020
Q2 | $115K | Buy |
1,012
+224
| +28% | +$25.5K | ﹤0.01% | 239 |
|
|
2020
Q1 | $78K | Buy |
788
+135
| +21% | +$13.4K | ﹤0.01% | 251 |
|
|
2019
Q4 | $89K | Buy |
653
+248
| +61% | +$33.8K | ﹤0.01% | 251 |
|
|
2019
Q3 | $60K | Buy |
405
+11
| +3% | +$1.63K | ﹤0.01% | 267 |
|
|
2019
Q2 | $59K | Buy |
394
+365
| +1,259% | +$54.7K | ﹤0.01% | 245 |
|
|
2019
Q1 | $4K | Sell |
29
-336
| -92% | -$46.3K | ﹤0.01% | 478 |
|
|
2018
Q4 | $44K | Buy |
365
+175
| +92% | +$21.1K | ﹤0.01% | 239 |
|
|
2018
Q3 | $25K | Buy |
+190
| New | +$25K | ﹤0.01% | 263 |
|