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Personal CFO Solutions’s Travelers Companies TRV Stock Holding History

Personal CFO Solutions’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Buy
1,662
+880
+113% +$235K 0.08% 243
2025
Q1 		$207K Sell
782
-63
-7% -$16.7K 0.04% 421
2024
Q4 		$204K Sell
845
-23
-3% -$5.54K 0.04% 441
2024
Q3 		$203K Buy
+868
New +$203K 0.03% 534