High Net Worth Advisory Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-117
| Closed | -$21.9K | – | 548 |
|
|
2022
Q4 | $21.9K | Hold |
117
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $18K | Hold |
117
| – | – | 0.01% | 472 |
|
|
2022
Q2 | $20K | Hold |
117
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $21K | Hold |
117
| – | – | 0.01% | 451 |
|
|
2021
Q4 | $18K | Buy |
+117
| New | +$18K | 0.01% | 477 |
|