Dogwood Wealth Management’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 | $4.87K | Buy |
19
+4
| +27% | +$1.03K | ﹤0.01% | 438 |
|
|
2025
Q1 | $3.97K | Buy |
+15
| New | +$3.97K | ﹤0.01% | 262 |
|
|
2024
Q4 | – | Hold |
0
| – | -$7 | – | 617 |
|
|
2024
Q3 | – | Hold |
0
| – | -$6 | – | 289 |
|
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 343 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 330 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 320 |
|