Financial Synergies Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$691 | – | 434 |
|
|
2024
Q1 | $691 | Hold |
3
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $563 | Hold |
3
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $490 | Hold |
3
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $521 | Hold |
3
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $515 | Hold |
3
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $563 | Hold |
3
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $460 | Hold |
3
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $508 | Buy |
+3
| New | +$508 | ﹤0.01% | 375 |
|