Wealthcare Capital Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-41
| Closed | -$6K | – | 619 |
|
|
2021
Q1 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$3K | – | 611 |
|
|
2019
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 371 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$3K | – | 207 |
|
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 172 |
|
|
2018
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 174 |
|
|
2017
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 184 |
|
|
2017
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 157 |
|
|
2017
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 151 |
|
|
2017
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 155 |
|
|
2016
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 155 |
|
|
2016
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 163 |
|
|
2016
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 159 |
|
|
2016
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 169 |
|
|
2015
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 181 |
|
|
2015
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 216 |
|
|
2015
Q2 | $2K | Sell |
24
-30
| -56% | -$2.5K | ﹤0.01% | 338 |
|
|
2015
Q1 | $6K | Buy |
54
+30
| +125% | +$3.33K | ﹤0.01% | 606 |
|
|
2014
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 161 |
|