RBWA
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RFG - Bristol Wealth Advisors’s Travelers Companies TRV Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Sell
5,045
-649
-11% -$174K 0.42% 56
2025
Q1 		$1.51M Sell
5,694
-537
-9% -$142K 0.5% 40
2024
Q4 		$1.5M Buy
+6,231
New +$1.5M 0.49% 47