Thrive Capital Management (Pennsylvania)’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 |
-3,033
| Closed | -$474K | – | 118 |
|
|
2021
Q4 | $474K | Sell |
3,033
-2,828
| -48% | -$442K | 0.31% | 68 |
|
|
2021
Q3 | $891K | Buy |
5,861
+602
| +11% | +$91.5K | 0.66% | 46 |
|
|
2021
Q2 | $787K | Buy |
5,259
+1,948
| +59% | +$292K | 0.61% | 51 |
|
|
2021
Q1 | $498K | Buy |
3,311
+546
| +20% | +$82.1K | 0.47% | 57 |
|
|
2020
Q4 | $388K | Buy |
+2,765
| New | +$388K | 0.41% | 57 |
|