Resurgent Financial Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-526
| Closed | -$100K | – | 445 |
|
|
2023
Q4 | $100K | Sell |
526
-8
| -1% | -$1.52K | 0.06% | 245 |
|
|
2023
Q3 | $87.2K | Buy |
534
+19
| +4% | +$3.1K | 0.06% | 239 |
|
|
2023
Q2 | $89.4K | Buy |
515
+7
| +1% | +$1.22K | 0.06% | 247 |
|
|
2023
Q1 | $87.1K | Sell |
508
-110
| -18% | -$18.9K | 0.06% | 245 |
|
|
2022
Q4 | $116K | Buy |
+618
| New | +$116K | 0.06% | 279 |
|