WealthPLAN Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-210
| Closed | -$36.5K | – | 1093 |
|
|
2023
Q2 | $36.5K | Hold |
210
| – | – | 0.01% | 569 |
|
|
2023
Q1 | $36K | Buy |
+210
| New | +$36K | ﹤0.01% | 617 |
|
|
2017
Q2 | – | Sell |
-104
| Closed | -$12.6K | – | 403 |
|
|
2017
Q1 | $12.6K | Buy |
+104
| New | +$12.6K | 0.04% | 236 |
|
|
2016
Q3 | $40.5K | Sell |
361
-695
| -66% | -$78.1K | 0.01% | 371 |
|
|
2016
Q2 | $43.1K | Buy |
+1,056
| New | +$43.1K | 0.01% | 987 |
|
|
2015
Q4 | $73K | Buy |
+1,586
| New | +$73K | 0.01% | 515 |
|
|
2015
Q2 | $48K | Sell |
492
-784
| -61% | -$76.5K | 0.02% | 176 |
|
|
2015
Q1 | $140K | Buy |
+1,276
| New | +$140K | 0.07% | 143 |
|