DAS
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Diversify Advisory Services’s Travelers Companies TRV Stock Holding History

Diversify Advisory Services’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,032
Closed -$527K – 684
2024
Q3 		$527K Sell
2,032
-1,019
-33% -$264K 0.03% 371
2024
Q2 		$620K Sell
3,051
-822
-21% -$167K 0.03% 341
2024
Q1 		$884K Buy
+3,873
New +$884K 0.05% 282