Lake Street Private Wealth’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,163	Closed	-$237K	–	319
2024 Q2	$237K	Hold	1,163	–	–	0.03%	290
2024 Q1	$268K	Sell	1,163 -33	-3%	-$7.6K	0.04%	271
2023 Q4	$228K	Sell	1,196 -14	-1%	-$2.67K	0.04%	278
2023 Q3	$203K	Buy	+1,210	New	+$203K	0.04%	267