GoalVest Advisory’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 | – | Sell |
-1
| Closed | -$264 | – | 518 |
|
|
2025
Q1 | $264 | Buy |
+1
| New | +$264 | ﹤0.01% | 419 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$490 | – | 490 |
|
|
2023
Q3 | $490 | Buy |
+3
| New | +$490 | ﹤0.01% | 459 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | -$1K | – | 531 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 366 |
|