Members Capital Advisors Inc’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,889
Closed -$962K 57
2023
Q3
$962K Hold
5,889
1.19% 33
2023
Q2
$1.02M Sell
5,889
-2,194
-27% -$381K 1.05% 39
2023
Q1
$1.39M Hold
8,083
1% 50
2022
Q4
$1.52M Buy
+8,083
New +$1.52M 1.09% 44