Moran Wealth 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 Q1	–	Sell	-14,016	Closed	-$2.67M	–	449
2023 Q4	$2.67M	Sell	14,016 -1,598	-10%	-$304K	0.1%	230
2023 Q3	$2.55M	Sell	15,614 -1,457	-9%	-$238K	0.1%	200
2023 Q2	$2.96M	Sell	17,071 -1,211	-7%	-$210K	0.11%	194
2023 Q1	$3.13M	Buy	+18,282	New	+$3.13M	0.12%	188