Total Clarity Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-24
| Closed | -$4K | – | 918 |
|
2022
Q2 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 861 |
|
2021
Q2 | – | Sell |
-62
| Closed | -$9K | – | 697 |
|
2021
Q1 | $9K | Buy |
+62
| New | +$9K | 0.01% | 583 |
|
2020
Q1 | – | Sell |
-581
| Closed | -$80K | – | 572 |
|
2019
Q4 | $80K | Buy |
+581
| New | +$80K | 0.06% | 209 |
|