Whitener 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-40
| Closed | -$5K | – | 402 |
|
|
2019
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 404 |
|
|
2019
Q1 | – | Sell |
-390
| Closed | -$46K | – | 505 |
|
|
2018
Q4 | $46K | Hold |
390
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $50K | Buy |
+390
| New | +$50K | 0.03% | 200 |
|
|
2018
Q2 | – | Sell |
-390
| Closed | -$54K | – | 373 |
|
|
2018
Q1 | $54K | Hold |
390
| – | – | 0.04% | 191 |
|
|
2017
Q4 | $52K | Buy |
+390
| New | +$52K | 0.04% | 184 |
|