FFT Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,755
| Closed | -$305K | – | 130 |
|
|
2023
Q2 | $305K | Buy |
1,755
+1
| +0.1% | +$174 | 0.04% | 71 |
|
|
2023
Q1 | $301K | Buy |
1,754
+129
| +8% | +$22.1K | 0.04% | 70 |
|
|
2022
Q4 | $305K | Sell |
1,625
-321
| -16% | -$60.2K | 0.04% | 60 |
|
|
2022
Q3 | $298K | Buy |
+1,946
| New | +$298K | 0.04% | 59 |
|