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CPA Asset Management’s Travelers Companies TRV Stock Holding History

CPA Asset Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-970
Closed -$227K – 81
2024
Q3 		$227K Buy
+970
New +$227K 0.11% 75
2024
Q2 		– Sell
-974
Closed -$224K – 79
2024
Q1 		$224K Buy
+974
New +$224K 0.13% 74