American Capital Advisory’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Buy |
148
+4
| +3% | +$1.07K | 0.02% | 200 |
|
|
2025
Q1 | $38.1K | Buy |
144
+2
| +1% | +$529 | 0.02% | 205 |
|
|
2024
Q4 | $34.2K | Hold |
142
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $33.2K | Hold |
142
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $27.1K | Hold |
142
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $24.3K | Hold |
142
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $27.1K | Buy |
+142
| New | +$27.1K | 0.02% | 195 |
|