FWM
ForthRight Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
1,470
-76
| -5% | -$20.3K | 0.12% | 48 |
|
|
2025
Q1 | $409K | Sell |
1,546
-83
| -5% | -$22K | 0.14% | 44 |
|
|
2024
Q4 | $392K | Sell |
1,629
-31
| -2% | -$7.47K | 0.13% | 44 |
|
|
2024
Q3 | $389K | Sell |
1,660
-94
| -5% | -$22K | 0.13% | 45 |
|
|
2024
Q2 | $357K | Hold |
1,754
| – | – | 0.13% | 46 |
|
|
2024
Q1 | $404K | Sell |
1,754
-308
| -15% | -$70.9K | 0.14% | 43 |
|
|
2023
Q4 | $393K | Hold |
2,062
| – | – | 0.15% | 41 |
|
|
2023
Q3 | $337K | Sell |
2,062
-87
| -4% | -$14.2K | 0.15% | 41 |
|
|
2023
Q2 | $373K | Sell |
2,149
-65
| -3% | -$11.3K | 0.16% | 39 |
|
|
2023
Q1 | $380K | Hold |
2,214
| – | – | 0.17% | 37 |
|
|
2022
Q4 | $415K | Hold |
2,214
| – | – | 0.21% | 33 |
|
|
2022
Q3 | $339K | Hold |
2,214
| – | – | 0.2% | 34 |
|
|
2022
Q2 | $374K | Hold |
2,214
| – | – | 0.21% | 31 |
|
|
2022
Q1 | $405K | Sell |
2,214
-50
| -2% | -$9.15K | 0.21% | 31 |
|
|
2021
Q4 | $354K | Buy |
2,264
+50
| +2% | +$7.82K | 0.19% | 32 |
|
|
2021
Q3 | $337K | Hold |
2,214
| – | – | 0.2% | 30 |
|
|
2021
Q2 | $331K | Buy |
2,214
+314
| +17% | +$46.9K | 0.21% | 28 |
|
|
2021
Q1 | $286K | Buy |
+1,900
| New | +$286K | 0.19% | 28 |
|