Rinkey Investments’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,675
Closed -$626K 98
2024
Q3
$626K Hold
2,675
0.2% 48
2024
Q2
$544K Hold
2,675
0.2% 45
2024
Q1
$616K Hold
2,675
0.22% 43
2023
Q4
$510K Buy
+2,675
New +$510K 0.2% 43