CreativeOne Wealth’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,299
| Closed | -$226K | – | 816 |
|
|
2023
Q2 | $226K | Buy |
1,299
+93
| +8% | +$16.2K | 0.01% | 743 |
|
|
2023
Q1 | $207K | Sell |
1,206
-9
| -0.7% | -$1.55K | 0.01% | 747 |
|
|
2022
Q4 | $228K | Buy |
+1,215
| New | +$228K | 0.01% | 653 |
|
|
2022
Q2 | – | Sell |
-1,228
| Closed | -$224K | – | 806 |
|
|
2022
Q1 | $224K | Buy |
+1,228
| New | +$224K | 0.01% | 671 |
|