New England Capital Financial Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4K | Hold |
110
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $29.1K | Hold |
110
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $26.5K | Hold |
110
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $25.8K | Hold |
110
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $22.4K | Hold |
110
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $25.3K | Hold |
110
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $21K | Buy |
110
+100
| +1,000% | +$19K | 0.01% | 166 |
|
|
2023
Q3 | $1.63K | Hold |
10
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $1.74K | Hold |
10
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $1.72K | Sell |
10
-4
| -29% | -$686 | ﹤0.01% | 348 |
|
|
2022
Q4 | $2.6K | Buy |
+14
| New | +$2.6K | ﹤0.01% | 329 |
|