AW
ACG Wealth’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$25K | – | 946 |
|
|
2022
Q2 | $25K | Buy |
+150
| New | +$25K | 0.01% | 539 |
|
|
2017
Q3 | – | Sell |
-24,800
| Closed | -$113K | – | 320 |
|
|
2017
Q2 | $113K | Buy |
+24,800
| New | +$113K | 0.02% | 299 |
|
|
2013
Q3 | – | Sell |
-590
| Closed | -$47K | – | 139 |
|
|
2013
Q2 | $47K | Buy |
+590
| New | +$47K | 0.02% | 143 |
|