Sageworth Trust’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $652K | Buy |
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