DWA
Delos Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Buy |
+100
| New | +$26.8K | 0.02% | 126 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$1.33K | – | 461 |
|
|
2023
Q4 | $1.33K | Hold |
7
| – | – | ﹤0.01% | 162 |
|
|
2023
Q3 | $1.13K | Hold |
7
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $1.22K | Hold |
7
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $1.31K | Hold |
7
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 278 |
|
|
2022
Q1 | – | Sell |
-106
| Closed | -$17K | – | 417 |
|
|
2021
Q4 | $17K | Buy |
+106
| New | +$17K | 0.02% | 146 |
|