ML
McAdam LLC’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
791
+7
| +0.9% | +$1.87K | 0.01% | 355 |
|
|
2025
Q1 | $207K | Buy |
+784
| New | +$207K | 0.01% | 323 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 554 |
|
|
2018
Q3 | $1K | Sell |
7
-7
| -50% | -$1K | ﹤0.01% | 623 |
|
|
2018
Q2 | $2K | Sell |
14
-18
| -56% | -$2.57K | ﹤0.01% | 508 |
|
|
2018
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 443 |
|