JWM
Janiczek Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $254K | Hold |
1,249
| – | – | 0.05% | 151 |
|
|
2024
Q1 | $287K | Buy |
1,249
+14
| +1% | +$3.22K | 0.06% | 137 |
|
|
2023
Q4 | $235K | Sell |
1,235
-11
| -0.9% | -$2.1K | 0.06% | 142 |
|
|
2023
Q3 | $203K | Buy |
1,246
+31
| +3% | +$5.06K | 0.05% | 140 |
|
|
2023
Q2 | $211K | Sell |
1,215
-137
| -10% | -$23.8K | 0.06% | 125 |
|
|
2023
Q1 | $228K | Sell |
1,352
-107
| -7% | -$18K | 0.06% | 109 |
|
|
2022
Q4 | $280K | Buy |
1,459
+10
| +0.7% | +$1.92K | 0.08% | 89 |
|
|
2022
Q3 | $228K | Buy |
1,449
+163
| +13% | +$25.6K | 0.07% | 87 |
|
|
2022
Q2 | $204K | Buy |
1,286
+172
| +15% | +$27.3K | 0.06% | 98 |
|
|
2022
Q1 | $204K | Hold |
1,114
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $174K | Buy |
1,114
+8
| +0.7% | +$1.25K | 0.05% | 120 |
|
|
2021
Q3 | $168K | Buy |
1,106
+234
| +27% | +$35.5K | 0.06% | 116 |
|
|
2021
Q2 | $131K | Buy |
872
+10
| +1% | +$1.5K | 0.05% | 120 |
|
|
2021
Q1 | $130K | Buy |
862
+106
| +14% | +$16K | 0.05% | 110 |
|
|
2020
Q4 | $106K | Buy |
756
+494
| +189% | +$69.3K | 0.05% | 101 |
|
|
2020
Q3 | $28K | Buy |
262
+39
| +17% | +$4.17K | 0.02% | 132 |
|
|
2020
Q2 | $25K | Buy |
+223
| New | +$25K | 0.01% | 108 |
|