Boston Financial Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.16M | Buy |
4,800
+6
| +0.1% | +$1.45K | 0.03% | 185 |
|
|
2024
Q3 | $1.12M | Hold |
4,794
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $975K | Sell |
4,794
-15
| -0.3% | -$3.05K | 0.03% | 193 |
|
|
2024
Q1 | $1.11M | Sell |
4,809
-350
| -7% | -$80.5K | 0.04% | 190 |
|
|
2023
Q4 | $983K | Buy |
5,159
+1,282
| +33% | +$244K | 0.03% | 192 |
|
|
2023
Q3 | $633K | Buy |
3,877
+58
| +2% | +$9.47K | 0.02% | 210 |
|
|
2023
Q2 | $663K | Buy |
+3,819
| New | +$663K | 0.02% | 215 |
|