WPA
Winning Points Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $201K | Hold |
1,056
| – | – | 0.31% | 36 |
|
|
2023
Q4 | $201K | Buy |
+1,056
| New | +$201K | 0.31% | 36 |
|
|
2023
Q3 | – | Sell |
-1,056
| Closed | -$201K | – | 39 |
|
|
2023
Q2 | $201K | Buy |
+1,056
| New | +$201K | 0.31% | 36 |
|
|
2022
Q1 | – | Sell |
-1,634
| Closed | -$244K | – | 79 |
|
|
2021
Q4 | $244K | Buy |
+1,634
| New | +$244K | 0.18% | 64 |
|
|
2020
Q1 | – | Sell |
-1,634
| Closed | -$224K | – | 76 |
|
|
2019
Q4 | $224K | Hold |
1,634
| – | – | 0.14% | 67 |
|
|
2019
Q3 | $242K | Hold |
1,634
| – | – | 0.17% | 64 |
|
|
2019
Q2 | $244K | Hold |
1,634
| – | – | 0.18% | 64 |
|
|
2019
Q1 | $224K | Buy |
+1,634
| New | +$224K | 0.17% | 66 |
|
|
2018
Q4 | – | Sell |
-1,634
| Closed | -$212K | – | 72 |
|
|
2018
Q3 | $212K | Buy |
+1,634
| New | +$212K | 0.16% | 70 |
|
|
2018
Q2 | – | Sell |
-1,634
| Closed | -$223K | – | 72 |
|
|
2018
Q1 | $223K | Hold |
1,634
| – | – | 0.18% | 65 |
|
|
2017
Q4 | $222K | Hold |
1,634
| – | – | 0.18% | 67 |
|
|
2017
Q3 | $200K | Hold |
1,634
| – | – | 0.17% | 67 |
|
|
2017
Q2 | $208K | Buy |
+1,634
| New | +$208K | 0.2% | 66 |
|
|
2017
Q1 | – | Sell |
-1,634
| Closed | -$200K | – | 66 |
|
|
2016
Q4 | $200K | Buy |
+1,634
| New | +$200K | 0.22% | 61 |
|