DWS
Dynamic Wealth Strategies’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
972
-188
| -16% | -$50.3K | 0.19% | 53 |
|
|
2025
Q1 | $307K | Sell |
1,160
-2
| -0.2% | -$529 | 0.26% | 46 |
|
|
2024
Q4 | $280K | Buy |
1,162
+1
| +0.1% | +$241 | 0.25% | 49 |
|
|
2024
Q3 | $272K | Sell |
1,161
-124
| -10% | -$29.1K | 0.22% | 52 |
|
|
2024
Q2 | $261K | Sell |
1,285
-226
| -15% | -$45.9K | 0.22% | 52 |
|
|
2024
Q1 | $348K | Buy |
1,511
+5
| +0.3% | +$1.15K | 0.3% | 39 |
|
|
2023
Q4 | $287K | Buy |
+1,506
| New | +$287K | 0.26% | 44 |
|