Planning Capital Management Corporation’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$11.5K Sell
49
-49
-50% -$11.5K 0.01% 417
2024
Q2
$19.9K Hold
98
0.01% 282
2024
Q1
$22.6K Buy
98
+12
+14% +$2.76K 0.02% 269
2023
Q4
$16.4K Buy
+86
New +$16.4K 0.01% 337