Connectus Wealth’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $210K | Buy |
+911
| New | +$210K | 0.01% | 358 |
|
|
2023
Q1 | – | Sell |
-12,071
| Closed | -$2.27M | – | 464 |
|
|
2022
Q4 | $2.27M | Buy |
+12,071
| New | +$2.27M | 0.05% | 199 |
|
|
2022
Q1 | – | Sell |
-1,312
| Closed | -$206K | – | 411 |
|
|
2021
Q4 | $206K | Buy |
+1,312
| New | +$206K | 0.01% | 327 |
|