Iron Horse Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
58
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $15.3K | Buy |
+58
| New | +$15.3K | ﹤0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | – | – | 377 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 272 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$3K | – | 316 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 187 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 167 |
|
|
2021
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 163 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 162 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 153 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 149 |
|