McClarren Financial Advisors’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17	Closed	-$4K	–	275
2025 Q1	$4K	Buy	+17	New	+$4.24K	﹤0.01%	242
2024 Q4	–	Sell	-17	Closed	-$4	–	297
2024 Q3	$4	Sell	17 -389	-96%	-$85.8K	﹤0.01%	212
2024 Q2	$10K	Buy	406 +353	+666%	+$75.9K	0.01%	246
2024 Q1	$13K	Buy	53 +1	+2%	+$214	0.01%	232
2023 Q4	$10K	Buy	52 +1	+2%	+$173	0.01%	268
2023 Q3	$8K	Hold	51	–	–	0.01%	263
2023 Q2	$8K	Sell	51 -3	-6%	-$529	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	+$8.78K	0.01%	241
2022 Q2	–	Sell	-58	Closed	-$10K	–	251
2022 Q1	$10K	Sell	58 -1	-2%	-$171	0.01%	210
2021 Q4	$10K	Buy	59 +43	+269%	+$6.72K	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	+$2.06K	﹤0.01%	208