SWA
Sax Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
+2,071
| New | +$554K | 0.03% | 241 |
|
|
2025
Q1 | – | Sell |
-1,989
| Closed | -$479K | – | 388 |
|
|
2024
Q4 | $479K | Buy |
+1,989
| New | +$479K | 0.04% | 197 |
|
|
2024
Q3 | – | Sell |
-2,016
| Closed | -$410K | – | 313 |
|
|
2024
Q2 | $410K | Buy |
+2,016
| New | +$410K | 0.04% | 168 |
|
|
2024
Q1 | – | Sell |
-1,208
| Closed | -$230K | – | 213 |
|
|
2023
Q4 | $230K | Buy |
+1,208
| New | +$230K | 0.04% | 171 |
|