Golden State Wealth Management’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 | $31.8K | Buy |
119
+88
| +284% | +$23.5K | ﹤0.01% | 754 |
|
|
2025
Q1 | $8.2K | Buy |
31
+7
| +29% | +$1.85K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $5.78K | Buy |
+24
| New | +$5.78K | ﹤0.01% | 1085 |
|
|
2022
Q1 | – | Sell |
-1,581
| Closed | -$247K | – | 365 |
|
|
2021
Q4 | $247K | Buy |
+1,581
| New | +$247K | 0.04% | 324 |
|
|
2021
Q1 | – | Sell |
-1,560
| Closed | -$219K | – | 239 |
|
|
2020
Q4 | $219K | Buy |
+1,560
| New | +$219K | 0.06% | 221 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 456 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$1K | – | 832 |
|
|
2020
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 943 |
|
|
2019
Q4 | – | Sell |
-418
| Closed | -$62K | – | 844 |
|
|
2019
Q3 | $62K | Buy |
418
+11
| +3% | +$1.63K | 0.02% | 382 |
|
|
2019
Q2 | $60K | Hold |
407
| – | – | 0.02% | 414 |
|
|
2019
Q1 | $56K | Buy |
+407
| New | +$56K | 0.02% | 414 |
|