AEPWM
Atlantic Edge Private Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
8,724
-125
| -1% | -$33.4K | 0.64% | 42 |
|
|
2025
Q1 | $2.34M | Sell |
8,849
-79
| -0.9% | -$20.9K | 0.72% | 38 |
|
|
2024
Q4 | $2.15M | Buy |
8,928
+30
| +0.3% | +$7.23K | 0.67% | 40 |
|
|
2024
Q3 | $2.08M | Buy |
8,898
+275
| +3% | +$64.4K | 0.63% | 40 |
|
|
2024
Q2 | $1.75M | Buy |
8,623
+53
| +0.6% | +$10.8K | 0.59% | 43 |
|
|
2024
Q1 | $1.97M | Buy |
8,570
+425
| +5% | +$97.8K | 0.68% | 38 |
|
|
2023
Q4 | $1.55M | Buy |
+8,145
| New | +$1.55M | 0.63% | 42 |
|