QWP
Quotient Wealth Partners’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
1,836
-235
| -11% | -$62.9K | 0.01% | 191 |
|
|
2025
Q1 | $548K | Sell |
2,071
-446
| -18% | -$118K | 0.02% | 165 |
|
|
2024
Q4 | $606K | Sell |
2,517
-738
| -23% | -$178K | 0.02% | 147 |
|
|
2024
Q3 | $762K | Sell |
3,255
-262
| -7% | -$61.3K | 0.03% | 132 |
|
|
2024
Q2 | $715K | Buy |
3,517
+1,650
| +88% | +$336K | 0.03% | 128 |
|
|
2024
Q1 | $430K | Buy |
+1,867
| New | +$430K | 0.02% | 190 |
|