Cornerstone Advisory’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	$275K	Buy	1,026 +3	+0.3%	+$803	0.03%	195
2025 Q1	$274K	Buy	+1,023	New	+$274K	0.03%	190
2022 Q1	–	Sell	-483	Closed	-$76K	–	732
2021 Q4	$76K	Buy	+483	New	+$76K	0.01%	374