Wealthspire Advisors (Maryland)’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $795K | Sell |
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|
2019
Q3 | $998K | Buy |
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|
2019
Q2 | $980K | Buy |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $527K | Buy |
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|
2018
Q3 | $555K | Sell |
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|
2018
Q2 | $618K | Sell |
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|
2018
Q1 | $703K | Sell |
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|
2017
Q4 | $707K | Buy |
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|
2017
Q3 | $601K | Sell |
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|
2017
Q2 | $652K | Buy |
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|
2017
Q1 | $604K | Sell |
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|
2016
Q4 | $836K | Sell |
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|
2016
Q3 | $950K | Sell |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $898K | Buy |
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|
2015
Q4 | $786K | Buy |
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