Winthrop Partners - WNY’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-77
| Closed | -$11.5K | – | 301 |
|
|
2019
Q2 | $11.5K | Hold |
77
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $10.6K | Hold |
77
| – | – | 0.01% | 191 |
|
|
2018
Q4 | $9.22K | Hold |
77
| – | – | 0.01% | 203 |
|
|
2018
Q3 | $9.99K | Hold |
77
| – | – | 0.01% | 237 |
|
|
2018
Q2 | $9.42K | Sell |
77
-12
| -13% | -$1.47K | 0.01% | 256 |
|
|
2018
Q1 | $12.2K | Buy |
+89
| New | +$12.2K | 0.01% | 310 |
|