TA
Tiedemann Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,436
| Closed | -$609K | – | 415 |
|
|
2019
Q1 | $609K | Sell |
4,436
-138
| -3% | -$18.9K | 0.03% | 277 |
|
|
2018
Q4 | $547K | Buy |
+4,574
| New | +$547K | 0.03% | 280 |
|
|
2017
Q4 | – | Sell |
-14,380
| Closed | -$1.65M | – | 333 |
|
|
2017
Q3 | $1.65M | Sell |
14,380
-4,433
| -24% | -$508K | 0.15% | 110 |
|
|
2017
Q2 | $2.38M | Buy |
18,813
+1,587
| +9% | +$201K | 0.17% | 113 |
|
|
2017
Q1 | $2.08M | Buy |
17,226
+3,084
| +22% | +$372K | 0.17% | 114 |
|
|
2016
Q4 | $1.73M | Buy |
+14,142
| New | +$1.73M | 0.17% | 102 |
|