Clearview Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-454
| Closed | -$78.8K | – | 593 |
|
|
2023
Q2 | $78.8K | Buy |
454
+3
| +0.7% | +$521 | 0.08% | 162 |
|
|
2023
Q1 | $77.3K | Buy |
451
+3
| +0.7% | +$514 | 0.08% | 163 |
|
|
2022
Q4 | $84.1K | Buy |
448
+2
| +0.4% | +$376 | 0.07% | 131 |
|
|
2022
Q3 | $68K | Buy |
446
+3
| +0.7% | +$457 | 0.05% | 146 |
|
|
2022
Q2 | $75K | Buy |
443
+2
| +0.5% | +$339 | 0.06% | 148 |
|
|
2022
Q1 | $81K | Buy |
441
+2
| +0.5% | +$367 | 0.05% | 160 |
|
|
2021
Q4 | $69K | Buy |
439
+2
| +0.5% | +$314 | 0.04% | 204 |
|
|
2021
Q3 | $66K | Buy |
437
+3
| +0.7% | +$453 | 0.04% | 210 |
|
|
2021
Q2 | $65K | Buy |
434
+3
| +0.7% | +$449 | 0.04% | 217 |
|
|
2021
Q1 | $65K | Buy |
431
+2
| +0.5% | +$302 | 0.04% | 205 |
|
|
2020
Q4 | $60K | Buy |
+429
| New | +$60K | 0.04% | 181 |
|