Ameritas Advisory Services’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 | $292K | Buy |
1,091
+290
| +36% | +$77.6K | 0.02% | 634 |
|
|
2025
Q1 | $204K | Buy |
+801
| New | +$204K | 0.01% | 823 |
|
|
2024
Q1 | – | Sell |
-1,058
| Closed | -$210K | – | 914 |
|
|
2023
Q4 | $210K | Buy |
+1,058
| New | +$210K | 0.01% | 660 |
|
|
2023
Q2 | – | Sell |
-654
| Closed | -$114K | – | 2360 |
|
|
2023
Q1 | $114K | Buy |
+654
| New | +$114K | 0.01% | 955 |
|
|
2022
Q2 | – | Sell |
-1,139
| Closed | -$208K | – | 858 |
|
|
2022
Q1 | $208K | Buy |
+1,139
| New | +$208K | 0.01% | 789 |
|