GWM
Guardian Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 194 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 224 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 243 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 249 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$489 | – | 238 |
|
|
2024
Q1 | $489 | Hold |
2
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $405 | Buy |
+2
| New | +$405 | ﹤0.01% | 240 |
|