MSWA
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Marshall & Sterling Wealth Advisors’s Travelers Companies TRV Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.15K Buy
9
+5
+125% +$1.19K ﹤0.01% 542
2025
Q1 		$1.07K Sell
4
-1
-20% -$267 ﹤0.01% 580
2024
Q4 		$968 Buy
+5
New +$968 ﹤0.01% 335