DWM
TRV icon

Dechtman Wealth Management’s Travelers Companies TRV Stock Holding History

Dechtman Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,660
Closed -$382K – 68
2024
Q1 		$382K Buy
1,660
+9
+0.5% +$2.07K 0.09% 45
2023
Q4 		$314K Buy
+1,651
New +$314K 0.08% 42