Cassady Schiller Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.4K | Buy |
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|
2024
Q3 | $26.7K | Hold |
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|
2024
Q2 | $23.2K | Hold |
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|
2024
Q1 | $26.2K | Hold |
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|
2023
Q4 | $21.7K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $19.8K | Buy |
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|
2023
Q1 | $171 | Hold |
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|
2022
Q4 | $187 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
|