Operose Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-95
| Closed | -$22.2K | – | 626 |
|
|
2024
Q3 | $22.2K | Hold |
95
| – | – | 0.01% | 388 |
|
|
2024
Q2 | $19.3K | Hold |
95
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $21.9K | Sell |
95
-99
| -51% | -$22.8K | 0.01% | 375 |
|
|
2023
Q4 | $37K | Sell |
194
-69
| -26% | -$13.1K | 0.01% | 254 |
|
|
2023
Q3 | $43K | Buy |
+263
| New | +$43K | 0.02% | 336 |
|