QWM
Quadcap Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
7,379
+1,676
| +29% | +$448K | 0.25% | 84 |
|
|
2025
Q1 | $1.51M | Sell |
5,703
-74
| -1% | -$19.6K | 0.22% | 98 |
|
|
2024
Q4 | $1.39M | Sell |
5,777
-180
| -3% | -$43.4K | 0.2% | 99 |
|
|
2024
Q3 | $1.39M | Buy |
5,957
+17
| +0.3% | +$3.98K | 0.22% | 99 |
|
|
2024
Q2 | $1.21M | Sell |
5,940
-98
| -2% | -$19.9K | 0.22% | 100 |
|
|
2024
Q1 | $1.39M | Sell |
6,038
-1,529
| -20% | -$352K | 0.32% | 70 |
|
|
2023
Q4 | $1.44M | Buy |
+7,567
| New | +$1.44M | 0.37% | 65 |
|