9258 WEALTH MANAGEMENT, LLC – The Travelers Companies, Inc. Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$340,000
portfolio value
9258 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 | Increase | +9.64% | 195 shares | -2K | $153.2 | 2.21K |
| Q2 2022 | share | Increase | +22.69% | 374 shares | 41K | $169.13 | 2.02K |
| Q1 2022 | share | Decrease | -15.14% | -294 shares | -3K | $182.73 | 1.64K |
| Q4 2021 | share | Increase | +2.97% | 56 shares | 17K | $156.81 | 1.94K |
| Q3 2021 | share | Increase | +13.07% | 218 shares | 37K | $152.01 | 1.88K |
| Q2 2021 | share | Increase | +23.65% | 319 shares | 47K | $148.88 | 1.66K |
| Q1 2021 | share | Decrease | -15.16% | -241 shares | -20K | $148.72 | 1.34K |
| Q4 2020 | share | Decrease | -16.71% | -319 shares | -7K | $138.04 | 1.59K |
| Q3 2020 | share | Decrease | -21.86% | -534 shares | -49K | $105.73 | 1.90K |
| Q2 2020 | share | Increase | +3.74% | 88 shares | 37K | $110.63 | 2.44K |
| Q1 2020 | share | Increase | +8.43% | 183 shares | -55K | $95.72 | 2.35K |
| Q4 2019 | share | Increase | 0.00% | 2.17K shares | 297K | $131.02 | 2.17K |