Central Valley Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
835
+2
| +0.2% | +$535 | 0.08% | 129 |
|
|
2025
Q1 | $220K | Sell |
833
-999
| -55% | -$264K | 0.08% | 118 |
|
|
2024
Q4 | $441K | Buy |
1,832
+2
| +0.1% | +$482 | 0.2% | 88 |
|
|
2024
Q3 | $428K | Buy |
+1,830
| New | +$428K | 0.24% | 79 |
|
|
2024
Q2 | – | Sell |
-1,825
| Closed | -$420K | – | 182 |
|
|
2024
Q1 | $420K | Sell |
1,825
-13
| -0.7% | -$2.99K | 0.22% | 89 |
|
|
2023
Q4 | $350K | Buy |
+1,838
| New | +$350K | 0.21% | 101 |
|