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Alteri Wealth’s Travelers Companies TRV Stock Holding History

Alteri Wealth’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-871
Closed -$230K – 281
2025
Q1 		$230K Sell
871
-59
-6% -$15.6K 0.1% 225
2024
Q4 		$224K Buy
+930
New +$224K 0.06% 222