Kingswood Wealth Advisors’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 | $398K | Sell |
1,487
-9
| -0.6% | -$2.41K | 0.03% | 483 |
|
|
2025
Q1 | $396K | Sell |
1,496
-14
| -0.9% | -$3.7K | 0.04% | 463 |
|
|
2024
Q4 | $364K | Sell |
1,510
-4,257
| -74% | -$1.03M | 0.03% | 540 |
|
|
2024
Q3 | $1.35M | Buy |
5,767
+271
| +5% | +$63.4K | 0.1% | 239 |
|
|
2024
Q2 | $1.12M | Buy |
5,496
+119
| +2% | +$24.2K | 0.1% | 211 |
|
|
2024
Q1 | $1.24M | Sell |
5,377
-352
| -6% | -$81K | 0.14% | 167 |
|
|
2023
Q4 | $1.09M | Buy |
5,729
+219
| +4% | +$41.7K | 0.12% | 180 |
|
|
2023
Q3 | $900K | Buy |
+5,510
| New | +$900K | 0.15% | 156 |
|