Wellesley Investment Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $245K | Sell |
2,265
-483
| -18% | -$52.2K | 0.08% | 91 |
|
|
2020
Q2 | $313K | Sell |
2,748
-867
| -24% | -$98.8K | 0.11% | 77 |
|
|
2020
Q1 | $359K | Sell |
3,615
-565
| -14% | -$56.1K | 0.14% | 69 |
|
|
2019
Q4 | $572K | Sell |
4,180
-534
| -11% | -$73.1K | 0.18% | 65 |
|
|
2019
Q3 | $701K | Buy |
4,714
+366
| +8% | +$54.4K | 0.23% | 57 |
|
|
2019
Q2 | $650K | Buy |
+4,348
| New | +$650K | 0.22% | 63 |
|