Pacifica Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Hold |
322
| – | – | 0.03% | 163 |
|
|
2025
Q1 | $84.7K | Hold |
322
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $77.6K | Hold |
322
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $75.4K | Hold |
322
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $65.6K | Buy |
+322
| New | +$65.6K | 0.03% | 191 |
|
|
2024
Q1 | – | Sell |
-322
| Closed | -$59.1K | – | 557 |
|
|
2023
Q4 | $59.1K | Buy |
+322
| New | +$59.1K | 0.03% | 191 |
|