Fortitude Advisory Group’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 | $214K | Sell |
800
-2
| -0.2% | -$535 | 0.12% | 181 |
|
|
2025
Q1 | $202K | Sell |
802
-38
| -5% | -$9.59K | 0.15% | 174 |
|
|
2024
Q4 | $202K | Buy |
+840
| New | +$202K | 0.12% | 177 |
|
|
2023
Q1 | – | Sell |
-1,134
| Closed | -$213K | – | 231 |
|
|
2022
Q4 | $213K | Buy |
+1,134
| New | +$213K | 0.18% | 173 |
|
|
2022
Q2 | – | Sell |
-469
| Closed | -$86K | – | 1191 |
|
|
2022
Q1 | $86K | Buy |
469
+1
| +0.2% | +$183 | 0.05% | 373 |
|
|
2021
Q4 | $73K | Buy |
+468
| New | +$73K | 0.04% | 428 |
|