Zeke Capital Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $735K | Buy |
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|
2019
Q3 | $769K | Buy |
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|
2019
Q2 | $762K | Buy |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $972K | Sell |
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|
2018
Q2 | $918K | Sell |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $844K | Buy |
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|
2017
Q3 | $725K | Buy |
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|
2017
Q2 | $567K | Buy |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $230K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $269K | Sell |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $207K | Hold |
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|
2014
Q2 | $207K | Buy |
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