CSWM
Cassady Schiller Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.4K | Buy |
118
+4
| +4% | +$964 | 0.01% | 252 |
|
|
2024
Q3 | $26.7K | Hold |
114
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $23.2K | Hold |
114
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $26.2K | Hold |
114
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $21.7K | Hold |
114
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $18.6K | Hold |
114
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $19.8K | Buy |
114
+113
| +11,300% | +$19.6K | 0.01% | 280 |
|
|
2023
Q1 | $171 | Hold |
1
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $187 | Buy |
+1
| New | +$187 | ﹤0.01% | 461 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 558 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 510 |
|