Opal Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Sell |
212
-2
| -0.9% | -$535 | 0.02% | 356 |
|
|
2025
Q1 | $56.6K | Buy |
+214
| New | +$56.6K | 0.02% | 344 |
|
|
2024
Q3 | – | Sell |
-175
| Closed | -$35.6K | – | 1092 |
|
|
2024
Q2 | $35.6K | Sell |
175
-9
| -5% | -$1.83K | 0.01% | 398 |
|
|
2024
Q1 | $42.3K | Buy |
+184
| New | +$42.3K | 0.01% | 213 |
|