CMA
Cedar Mountain Advisors’s Travelers Companies TRV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31K | Hold |
116
| – | – | 0.01% | 127 |
|
2025
Q1 | $30.7K | Hold |
116
| – | – | 0.01% | 123 |
|
2024
Q4 | $27.9K | Hold |
116
| – | – | 0.01% | 133 |
|
2024
Q3 | $27.2K | Hold |
116
| – | – | 0.01% | 126 |
|
2024
Q2 | $23.6K | Hold |
116
| – | – | 0.01% | 126 |
|
2024
Q1 | $26.7K | Hold |
116
| – | – | 0.01% | 116 |
|
2023
Q4 | $22.1K | Hold |
116
| – | – | 0.01% | 122 |
|
2023
Q3 | $18.9K | Sell |
116
-69
| -37% | -$11.3K | 0.01% | 121 |
|
2023
Q2 | $32.1K | Hold |
185
| – | – | 0.01% | 91 |
|
2023
Q1 | $31.7K | Hold |
185
| – | – | 0.01% | 93 |
|
2022
Q4 | $34.7K | Hold |
185
| – | – | 0.01% | 89 |
|
2022
Q3 | $28K | Hold |
185
| – | – | 0.01% | 93 |
|
2022
Q2 | $31K | Hold |
185
| – | – | 0.01% | 92 |
|
2022
Q1 | $34K | Hold |
185
| – | – | 0.01% | 95 |
|
2021
Q4 | $29K | Hold |
185
| – | – | 0.01% | 105 |
|
2021
Q3 | $28K | Hold |
185
| – | – | 0.01% | 106 |
|
2021
Q2 | $28K | Hold |
185
| – | – | 0.01% | 98 |
|
2021
Q1 | $28K | Hold |
185
| – | – | 0.01% | 107 |
|
2020
Q4 | $26K | Hold |
185
| – | – | 0.01% | 106 |
|
2020
Q3 | $20K | Hold |
185
| – | – | 0.01% | 107 |
|
2020
Q2 | $21K | Hold |
185
| – | – | 0.01% | 100 |
|
2020
Q1 | $18K | Hold |
185
| – | – | 0.01% | 94 |
|
2019
Q4 | $25K | Buy |
+185
| New | +$25K | 0.01% | 92 |
|