McElhenny Sheffield Capital Management’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,310	Closed	-$541K	–	115
2024 Q3	$541K	Buy	+2,310	New	+$541K	0.18%	50
2023 Q3	–	Sell	-3,574	Closed	-$621K	–	102
2023 Q2	$621K	Buy	+3,574	New	+$621K	0.27%	42