QFA
Quantum Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
1,001
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $265K | Hold |
1,001
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $241K | Hold |
1,001
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $234K | Hold |
1,001
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $204K | Hold |
1,001
| – | – | 0.04% | 164 |
|
|
2024
Q1 | $230K | Buy |
+1,001
| New | +$230K | 0.04% | 150 |
|