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Advanced Portfolio Management’s Travelers Companies TRV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,999
Closed -$1.17M 77
2024
Q3
$1.17M Sell
4,999
-4,333
-46% -$1.01M 1.2% 29
2024
Q2
$1.9M Hold
9,332
1.25% 32
2024
Q1
$2.15M Buy
+9,332
New +$2.15M 4.06% 10