Lake Street Advisors Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $431K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $279K | Buy |
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