FA
Fiduciary Alliance’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
961
+114
| +13% | +$30.5K | 0.02% | 419 |
|
|
2025
Q1 | $224K | Sell |
847
-58
| -6% | -$15.3K | 0.02% | 357 |
|
|
2024
Q4 | $218K | Buy |
+905
| New | +$218K | 0.02% | 330 |
|
|
2023
Q3 | – | Sell |
-412
| Closed | -$71.5K | – | 882 |
|
|
2023
Q2 | $71.5K | Buy |
+412
| New | +$71.5K | 0.02% | 262 |
|
|
2023
Q1 | – | Sell |
-238
| Closed | -$44.6K | – | 812 |
|
|
2022
Q4 | $44.6K | Buy |
+238
| New | +$44.6K | 0.01% | 231 |
|