CA
Centerpoint Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-76
| Closed | -$20K | – | 433 |
|
|
2025
Q1 | $20K | Hold |
76
| – | – | 0.01% | 243 |
|
|
2024
Q4 | $18K | Hold |
76
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $18K | Buy |
76
+23
| +43% | +$5.45K | 0.01% | 303 |
|
|
2024
Q2 | $11K | Buy |
+53
| New | +$11K | ﹤0.01% | 344 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$1K | – | 596 |
|
|
2023
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 545 |
|
|
2023
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 453 |
|
|
2018
Q2 | – | Sell |
-44
| Closed | -$6K | – | 399 |
|
|
2018
Q1 | $6K | Buy |
+44
| New | +$6K | 0.01% | 177 |
|