GA
Geller Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,827
| Closed | -$372K | – | 285 |
|
|
2024
Q2 | $372K | Buy |
1,827
+50
| +3% | +$10.2K | 0.03% | 180 |
|
|
2024
Q1 | $409K | Buy |
1,777
+13
| +0.7% | +$2.99K | 0.03% | 171 |
|
|
2023
Q4 | $336K | Sell |
1,764
-948
| -35% | -$181K | 0.03% | 186 |
|
|
2023
Q3 | $443K | Buy |
2,712
+788
| +41% | +$129K | 0.05% | 131 |
|
|
2023
Q2 | $334K | Buy |
1,924
+751
| +64% | +$130K | 0.04% | 167 |
|
|
2023
Q1 | $201K | Buy |
+1,173
| New | +$201K | 0.03% | 177 |
|