Childress Capital 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 | $306K | Buy |
1,143
+217
| +23% | +$58K | 0.08% | 185 |
|
|
2025
Q1 | $245K | Sell |
926
-168
| -15% | -$44.4K | 0.07% | 192 |
|
|
2024
Q4 | $263K | Buy |
1,094
+17
| +2% | +$4.09K | 0.07% | 166 |
|
|
2024
Q3 | $252K | Sell |
1,077
-8
| -0.7% | -$1.87K | 0.07% | 192 |
|
|
2024
Q2 | $221K | Buy |
1,085
+7
| +0.6% | +$1.42K | 0.06% | 193 |
|
|
2024
Q1 | $248K | Sell |
1,078
-120
| -10% | -$27.6K | 0.07% | 177 |
|
|
2023
Q4 | $228K | Buy |
+1,198
| New | +$228K | 0.07% | 181 |
|
|
2021
Q1 | – | Sell |
-589
| Closed | -$83K | – | 888 |
|
|
2020
Q4 | $83K | Buy |
+589
| New | +$83K | 0.05% | 170 |
|