McClarren Financial 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 | – | Sell |
-17
| Closed | -$4K | – | 275 |
|
|
2025
Q1 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 242 |
|
|
2024
Q4 | – | Sell |
-17
| Closed | -$4 | – | 297 |
|
|
2024
Q3 | $4 | Sell |
17
-389
| -96% | -$92 | ﹤0.01% | 212 |
|
|
2024
Q2 | $10K | Buy |
406
+353
| +666% | +$8.7K | 0.01% | 246 |
|
|
2024
Q1 | $13K | Buy |
53
+1
| +2% | +$245 | 0.01% | 232 |
|
|
2023
Q4 | $10K | Buy |
52
+1
| +2% | +$192 | 0.01% | 268 |
|
|
2023
Q3 | $8K | Hold |
51
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $8K | Sell |
51
-3
| -6% | -$471 | 0.01% | 264 |
|
|
2023
Q1 | $8K | Hold |
54
| – | – | 0.01% | 252 |
|
|
2022
Q4 | $10K | Hold |
54
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $8K | Buy |
+54
| New | +$8K | 0.01% | 241 |
|
|
2022
Q2 | – | Sell |
-58
| Closed | -$10K | – | 251 |
|
|
2022
Q1 | $10K | Sell |
58
-1
| -2% | -$172 | 0.01% | 210 |
|
|
2021
Q4 | $10K | Buy |
59
+43
| +269% | +$7.29K | 0.01% | 238 |
|
|
2021
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 265 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 286 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 243 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 208 |
|