Gen-Wealth Partners’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 | $1.42M | Sell |
5,293
-192
| -4% | -$51.4K | 0.55% | 50 |
|
|
2025
Q1 | $1.45M | Buy |
5,485
+437
| +9% | +$116K | 0.61% | 40 |
|
|
2024
Q4 | $1.22M | Sell |
5,048
-230
| -4% | -$55.4K | 0.52% | 50 |
|
|
2024
Q3 | $1.32M | Sell |
5,278
-128
| -2% | -$32K | 0.58% | 36 |
|
|
2024
Q2 | $1.1M | Buy |
5,406
+152
| +3% | +$30.9K | 0.53% | 45 |
|
|
2024
Q1 | $1.21M | Buy |
+5,254
| New | +$1.21M | 0.6% | 39 |
|