Williams Jones & Associates’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $860K | Sell |
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|
2019
Q1 | $801K | Hold |
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|
2018
Q4 | $699K | Sell |
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|
2018
Q3 | $780K | Sell |
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|
2018
Q2 | $756K | Sell |
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|
2018
Q1 | $868K | Sell |
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|
2017
Q4 | $861K | Buy |
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|
2017
Q3 | $757K | Hold |
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|
2017
Q2 | $782K | Hold |
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|
2017
Q1 | $745K | Sell |
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|
2016
Q4 | $776K | Sell |
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|
2016
Q3 | $983K | Buy |
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|
2016
Q2 | $980K | Hold |
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|
2016
Q1 | $961K | Hold |
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|
2015
Q4 | $930K | Hold |
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|
2015
Q3 | $820K | Sell |
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|
2015
Q2 | $796K | Sell |
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|
2015
Q1 | $1.13M | Hold |
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|
2014
Q4 | $1.1M | Sell |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $1.83M | Buy |
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|
2013
Q4 | $967K | Buy |
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|
2013
Q3 | $825K | Sell |
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|
2013
Q2 | $782K | Buy |
|