DHJJ Financial Advisors’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 | $20.1K | Hold |
75
| – | – | 0.01% | 474 |
|
|
2025
Q1 | $19.8K | Buy |
75
+25
| +50% | +$6.61K | 0.01% | 430 |
|
|
2024
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $11.7K | Hold |
50
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $10.2K | Hold |
50
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $11.5K | Sell |
50
-40
| -44% | -$9.21K | 0.01% | 435 |
|
|
2023
Q4 | $17.1K | Hold |
90
| – | – | 0.01% | 377 |
|
|
2023
Q3 | $14.7K | Buy |
+90
| New | +$14.7K | 0.01% | 389 |
|