First Trust Direct Indexing’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 | – | Sell |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.05M | Buy |
|
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $899K | Sell |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $212K | Buy |
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