Wealthstreet Investment Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,106
| Closed | -$289K | – | 341 |
|
|
2019
Q4 | $289K | Hold |
2,106
| – | – | 0.03% | 296 |
|
|
2019
Q3 | $272K | Buy |
2,106
+90
| +4% | +$11.6K | 0.03% | 293 |
|
|
2019
Q2 | $301K | Buy |
2,016
+140
| +7% | +$20.9K | 0.04% | 280 |
|
|
2019
Q1 | $257K | Hold |
1,876
| – | – | 0.03% | 298 |
|
|
2018
Q4 | $235K | Sell |
1,876
-350
| -16% | -$43.8K | 0.03% | 297 |
|
|
2018
Q3 | $289K | Hold |
2,226
| – | – | 0.04% | 295 |
|
|
2018
Q2 | $272K | Hold |
2,226
| – | – | 0.04% | 297 |
|
|
2018
Q1 | $309K | Buy |
2,226
+50
| +2% | +$6.94K | 0.04% | 281 |
|
|
2017
Q4 | $295K | Buy |
+2,176
| New | +$295K | 0.04% | 283 |
|