IWA
IVC Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,220
| Closed | -$248K | – | 174 |
|
|
2024
Q2 | $248K | Buy |
1,220
+30
| +3% | +$6.1K | 0.14% | 139 |
|
|
2024
Q1 | $274K | Hold |
1,190
| – | – | 0.16% | 132 |
|
|
2023
Q4 | $227K | Buy |
+1,190
| New | +$227K | 0.14% | 136 |
|
|
2023
Q3 | – | Sell |
-1,190
| Closed | -$207K | – | 163 |
|
|
2023
Q2 | $207K | Buy |
1,190
+6
| +0.5% | +$1.04K | 0.13% | 145 |
|
|
2023
Q1 | $203K | Buy |
1,184
+2
| +0.2% | +$343 | 0.14% | 139 |
|
|
2022
Q4 | $222K | Buy |
+1,182
| New | +$222K | 0.16% | 134 |
|
|
2022
Q2 | – | Sell |
-1,145
| Closed | -$209K | – | 148 |
|
|
2022
Q1 | $209K | Buy |
+1,145
| New | +$209K | 0.14% | 144 |
|