NFP
Narus Financial Partners’s Travelers Companies TRV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243K | Hold |
910
| – | – | 0.08% | 134 |
|
2025
Q1 | $241K | Hold |
910
| – | – | 0.08% | 128 |
|
2024
Q4 | $219K | Hold |
910
| – | – | 0.07% | 138 |
|
2024
Q3 | $213K | Buy |
+910
| New | +$213K | 0.08% | 144 |
|
2024
Q2 | – | Sell |
-910
| Closed | -$209K | – | 153 |
|
2024
Q1 | $209K | Buy |
+910
| New | +$209K | 0.09% | 137 |
|
2022
Q3 | – | Sell |
-1,235
| Closed | -$209K | – | 120 |
|
2022
Q2 | $209K | Sell |
1,235
-63
| -5% | -$10.7K | 0.13% | 107 |
|
2022
Q1 | $237K | Buy |
+1,298
| New | +$237K | 0.13% | 99 |
|
2019
Q4 | $313K | Buy |
2,287
+1
| +0% | +$137 | 0.22% | 52 |
|
2019
Q3 | $340K | Hold |
2,286
| – | – | 0.25% | 47 |
|
2019
Q2 | $342K | Buy |
+2,286
| New | +$342K | 0.26% | 46 |
|
2017
Q3 | $356K | Buy |
2,902
+90
| +3% | +$11K | 0.31% | 50 |
|
2017
Q2 | $356K | Buy |
2,812
+1
| +0% | +$127 | 0.33% | 41 |
|
2017
Q1 | $339K | Buy |
2,811
+1
| +0% | +$121 | 0.33% | 41 |
|
2016
Q4 | $344K | Buy |
+2,810
| New | +$344K | 0.36% | 42 |
|