Financial Engines Advisors’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 | $605K | Sell |
2,263
-896
| -28% | -$240K | ﹤0.01% | 356 |
|
|
2025
Q1 | $835K | Buy |
3,159
+128
| +4% | +$33.8K | ﹤0.01% | 271 |
|
|
2024
Q4 | $730K | Buy |
3,031
+1,572
| +108% | +$379K | ﹤0.01% | 293 |
|
|
2024
Q3 | $342K | Buy |
1,459
+24
| +2% | +$5.62K | ﹤0.01% | 318 |
|
|
2024
Q2 | $292K | Buy |
+1,435
| New | +$292K | ﹤0.01% | 310 |
|
|
2024
Q1 | – | Sell |
-1,072
| Closed | -$204K | – | 357 |
|
|
2023
Q4 | $204K | Buy |
+1,072
| New | +$204K | ﹤0.01% | 306 |
|
|
2017
Q4 | – | Sell |
-67
| Closed | -$8K | – | 230 |
|
|
2017
Q3 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 91 |
|