9258 Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $211K | Sell |
|
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|
2024
Q1 | $274K | Sell |
|
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|
2023
Q4 | $362K | Buy |
|
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|
2023
Q3 | $307K | Sell |
|
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|
2023
Q2 | $347K | Buy |
|
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|
2023
Q1 | $337K | Sell |
|
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|
2022
Q4 | $383K | Sell |
|
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|
2022
Q3 | $340K | Buy |
|
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|
2022
Q2 | $342K | Buy |
|
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|
2022
Q1 | $301K | Sell |
|
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|
2021
Q4 | $304K | Buy |
|
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|
2021
Q3 | $287K | Buy |
|
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|
2021
Q2 | $250K | Buy |
|
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|
2021
Q1 | $203K | Sell |
|
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $230K | Sell |
|
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $242K | Buy |
|
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|
2019
Q4 | $297K | Buy |
|