INSTITUTE FOR WEALTH MANAGEMENT, LLC. – The Travelers Companies, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$944,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.42%
quarter
The Travelers Companies, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.27% | -412 shares | -168K | $153.2 | 6.16K |
| Q2 2022 | share | Decrease | -1.11% | -74 shares | -103K | $169.13 | 6.57K |
| Q1 2022 | share | Increase | +9.74% | 590 shares | 268K | $182.73 | 6.64K |
| Q4 2021 | share | Increase | +0.26% | 16 shares | 29K | $156.81 | 6.05K |
| Q3 2021 | share | Increase | +2.60% | 153 shares | 37K | $152.01 | 6.04K |
| Q2 2021 | share | Increase | +2.78% | 159 shares | 19K | $148.88 | 5.88K |
| Q1 2021 | share | Decrease | -2.70% | -159 shares | 36K | $148.72 | 5.72K |
| Q4 2020 | share | Decrease | -5.40% | -336 shares | 153K | $138.04 | 5.88K |
| Q3 2020 | share | Decrease | -1.16% | -73 shares | -45K | $105.73 | 6.22K |
| Q2 2020 | share | Increase | +0.56% | 35 shares | 96K | $110.63 | 6.29K |
| Q1 2020 | share | Increase | 0.00% | 6.26K shares | 622K | $95.72 | 6.26K |
| Q2 2019 | share | Decrease | -100.00% | -6.03K shares | -828K | $141.41 | 0 |
| Q1 2019 | share | Decrease | -5.45% | -348 shares | 64K | $129.01 | 6.03K |
| Q4 2018 | share | Increase | 0.00% | 6.38K shares | 764K | $111.98 | 6.38K |
| Q1 2018 | share | Decrease | -100.00% | -6.97K shares | -946K | $127.53 | 0 |
| Q4 2017 | share | Increase | 0.00% | 6.97K shares | 946K | $123.93 | 6.97K |
| Q3 2017 | share | Decrease | -100.00% | -7.02K shares | -893K | $111.34 | 0 |
| Q2 2017 | share | Increase | 0.00% | 7.02K shares | 893K | $114.27 | 7.02K |