Clearstead Trust’s Travelers Companies TRV Stock Holding History

Clearstead Trust’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.5K	Buy
2025 Q2	$14.2K	Buy
2025 Q1	$1.85K	Buy
2018 Q3	–	Sell
2018 Q2	$17K	Buy
2018 Q1	–	Sell
2017 Q4	$19K	Hold
2017 Q3	$17K	Hold
2017 Q2	$18K	Buy