IWA
IBEX Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
+2,849
| New | +$762K | 0.08% | 129 |
|
|
2025
Q1 | – | Sell |
-5,318
| Closed | -$1.28M | – | 204 |
|
|
2024
Q4 | $1.28M | Buy |
+5,318
| New | +$1.28M | 0.15% | 102 |
|
|
2024
Q3 | – | Sell |
-5,958
| Closed | -$1.21M | – | 257 |
|
|
2024
Q2 | $1.21M | Buy |
+5,958
| New | +$1.21M | 0.19% | 75 |
|
|
2016
Q4 | – | Sell |
-13,200
| Closed | -$1.51M | – | 469 |
|
|
2016
Q3 | $1.51M | Buy |
+13,200
| New | +$1.51M | 0.83% | 46 |
|