PFWA
Paces Ferry Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
839
-23
| -3% | -$6.15K | 0.1% | 110 |
|
|
2025
Q1 | $228K | Sell |
862
-11
| -1% | -$2.91K | 0.11% | 109 |
|
|
2024
Q4 | $210K | Sell |
873
-18
| -2% | -$4.34K | 0.1% | 118 |
|
|
2024
Q3 | $209K | Sell |
891
-112
| -11% | -$26.2K | 0.12% | 116 |
|
|
2024
Q2 | $204K | Buy |
1,003
+115
| +13% | +$23.4K | 0.12% | 111 |
|
|
2024
Q1 | $204K | Buy |
+888
| New | +$204K | 0.13% | 108 |
|