Yorktown Management & Research Company’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,100
| Closed | -$354K | – | 271 |
|
|
2020
Q2 | $354K | Buy |
+3,100
| New | +$354K | 0.32% | 97 |
|
|
2014
Q2 | – | Sell |
-12,200
| Closed | -$1.04M | – | 505 |
|
|
2014
Q1 | $1.04M | Hold |
12,200
| – | – | 0.2% | 97 |
|
|
2013
Q4 | $1.11M | Hold |
12,200
| – | – | 0.22% | 90 |
|
|
2013
Q3 | $1.03M | Buy |
+12,200
| New | +$1.03M | 0.22% | 90 |
|