NWWA
New Wave Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
805
+7
| +0.9% | +$1.87K | 0.09% | 133 |
|
|
2025
Q1 | $211K | Sell |
798
-181
| -18% | -$47.9K | 0.09% | 125 |
|
|
2024
Q4 | $236K | Sell |
979
-50
| -5% | -$12K | 0.1% | 122 |
|
|
2024
Q3 | $241K | Buy |
1,029
+8
| +0.8% | +$1.87K | 0.11% | 125 |
|
|
2024
Q2 | $208K | Buy |
+1,021
| New | +$208K | 0.11% | 131 |
|