Bay Harbor Wealth Management’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 | $4.01K | Buy |
15
+8
| +114% | +$2.14K | ﹤0.01% | 197 |
|
|
2025
Q1 | $1.85K | Buy |
+7
| New | +$1.85K | ﹤0.01% | 200 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 388 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 409 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 404 |
|