Winch Advisory Services’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24
| Closed | -$5.78K | – | 546 |
|
|
2024
Q4 | $5.78K | Buy |
+24
| New | +$5.78K | ﹤0.01% | 348 |
|
|
2017
Q3 | – | Sell |
-60
| Closed | -$8K | – | 319 |
|
|
2017
Q2 | $8K | Buy |
60
+1
| +2% | +$133 | 0.01% | 201 |
|
|
2017
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 191 |
|
|
2016
Q4 | $7K | Hold |
59
| – | – | ﹤0.01% | 170 |
|
|
2016
Q3 | $7K | Buy |
59
+1
| +2% | +$119 | 0.01% | 179 |
|
|
2016
Q2 | $7K | Hold |
58
| – | – | 0.01% | 172 |
|
|
2016
Q1 | $7K | Hold |
58
| – | – | 0.01% | 141 |
|
|
2015
Q4 | $6K | Buy |
58
+1
| +2% | +$103 | 0.01% | 162 |
|
|
2015
Q3 | $6K | Hold |
57
| – | – | 0.01% | 150 |
|
|
2015
Q2 | $5K | Sell |
57
-4,810
| -99% | -$422K | ﹤0.01% | 210 |
|
|
2015
Q1 | $526K | Buy |
+4,867
| New | +$526K | 0.31% | 49 |
|
|
2014
Q4 | – | Sell |
-56
| Closed | -$5K | – | 168 |
|
|
2014
Q3 | $5K | Sell |
56
-5,400
| -99% | -$482K | ﹤0.01% | 173 |
|
|
2014
Q2 | $513K | Buy |
5,456
+5,400
| +9,643% | +$508K | 0.3% | 68 |
|
|
2014
Q1 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 215 |
|