BAM
Baldrige Asset Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $35K | Buy |
204
+4
| +2% | +$686 | 0.01% | 192 |
|
|
2022
Q4 | $37K | Hold |
200
| – | – | 0.02% | 188 |
|
|
2022
Q3 | $31K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $34K | Hold |
200
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $37K | Hold |
200
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $31K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2021
Q3 | $30K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $30K | Buy |
+200
| New | +$30K | 0.01% | 205 |
|