Fairhaven Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $251K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $232K | Buy |
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