Dynamic Wealth Strategies’s Travelers Companies TRV Stock Holding History

Dynamic Wealth Strategies’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell
2025 Q1	$307K	Sell
2024 Q4	$280K	Buy
2024 Q3	$272K	Sell
2024 Q2	$261K	Sell
2024 Q1	$348K	Buy
2023 Q4	$287K	Buy