SMA
Sage Mountain Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
+1,059
| New | +$283K | 0.02% | 344 |
|
|
2025
Q1 | – | Sell |
-965
| Closed | -$232K | – | 520 |
|
|
2024
Q4 | $232K | Buy |
+965
| New | +$232K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-1,043
| Closed | -$240K | – | 448 |
|
|
2024
Q1 | $240K | Buy |
+1,043
| New | +$240K | 0.02% | 290 |
|