Meristem Family Wealth’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$549K Sell
2021
Q4
$697K Sell
2021
Q3
$730K Buy
2021
Q2
$403K Buy
2021
Q1
$259K Hold
2020
Q4
$242K Buy
2020
Q1
Sell
2019
Q4
$247K Hold
2019
Q3
$268K Buy
2019
Q2
$249K Buy
2019
Q1
$215K Buy