Norwood Financial’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 | $82.9K | Buy |
360
+50
| +16% | +$11.5K | 0.12% | 131 |
|
2023
Q4 | $59.1K | Hold |
310
| – | – | 0.09% | 143 |
|
2023
Q3 | $50.6K | Hold |
310
| – | – | 0.08% | 145 |
|
2023
Q2 | $53.8K | Hold |
310
| – | – | 0.08% | 146 |
|
2023
Q1 | $53.1K | Hold |
310
| – | – | 0.08% | 138 |
|
2022
Q4 | $58.1K | Hold |
310
| – | – | 0.09% | 130 |
|
2022
Q3 | $47K | Hold |
310
| – | – | 0.08% | 133 |
|
2022
Q2 | $52K | Hold |
310
| – | – | 0.09% | 128 |
|
2022
Q1 | $57K | Hold |
310
| – | – | 0.08% | 131 |
|
2021
Q4 | $48K | Buy |
+310
| New | +$48K | 0.07% | 146 |
|