Evergreen Wealth Solutions’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $347K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $393K | Buy |
|
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $296K | Buy |
|