GSWM
Greenup Street Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
1,205
+7
| +0.6% | +$1.87K | 0.06% | 81 |
|
|
2025
Q1 | $317K | Buy |
1,198
+176
| +17% | +$46.6K | 0.06% | 83 |
|
|
2024
Q4 | $246K | Sell |
1,022
-11
| -1% | -$2.65K | 0.05% | 89 |
|
|
2024
Q3 | $242K | Buy |
1,033
+18
| +2% | +$4.22K | 0.05% | 80 |
|
|
2024
Q2 | $206K | Buy |
+1,015
| New | +$206K | 0.05% | 83 |
|