EWS
Evergreen Wealth Solutions’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,875
| Closed | -$431K | – | 131 |
|
|
2024
Q1 | $431K | Sell |
1,875
-190
| -9% | -$43.7K | 0.32% | 70 |
|
|
2023
Q4 | $393K | Buy |
2,065
+160
| +8% | +$30.5K | 0.34% | 76 |
|
|
2023
Q3 | $311K | Buy |
1,905
+44
| +2% | +$7.19K | 0.31% | 78 |
|
|
2023
Q2 | $323K | Buy |
1,861
+277
| +17% | +$48.1K | 0.33% | 76 |
|
|
2023
Q1 | $271K | Sell |
1,584
-167
| -10% | -$28.6K | 0.31% | 81 |
|
|
2022
Q4 | $328K | Buy |
1,751
+21
| +1% | +$3.93K | 0.43% | 68 |
|
|
2022
Q3 | $265K | Sell |
1,730
-150
| -8% | -$23K | 0.38% | 77 |
|
|
2022
Q2 | $318K | Buy |
1,880
+35
| +2% | +$5.92K | 0.39% | 81 |
|
|
2022
Q1 | $337K | Sell |
1,845
-44
| -2% | -$8.04K | 0.33% | 77 |
|
|
2021
Q4 | $296K | Buy |
+1,889
| New | +$296K | 0.27% | 78 |
|