Exchange Bank’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	$211K	Buy	790 +17	+2%	+$4.55K	0.17%	111
2025 Q1	$204K	Buy	+773	New	+$204K	0.16%	112
2024 Q4	–	Sell	-1,223	Closed	-$286K	–	117
2024 Q3	$286K	Buy	+1,223	New	+$286K	0.23%	96