Northwest 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
2024
Q4
Sell
-110
Closed -$25.8K 505
2024
Q3
$25.8K Buy
+110
New +$25.8K 0.02% 295
2024
Q1
Sell
-166
Closed -$31.6K 494
2023
Q4
$31.6K Buy
+166
New +$31.6K 0.03% 257