Icon Wealth Partners’s Travelers Companies TRV Stock Holding History

Icon Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.17M	Sell
2023 Q2	$2.55M	Buy
2023 Q1	$2.11M	Buy
2019 Q2	–	Sell
2019 Q1	$103K	Sell
2018 Q4	$106K	Hold
2018 Q3	$115K	Sell
2018 Q2	$115K	Sell
2018 Q1	$165K	Sell
2017 Q4	$196K	Buy