SIA
Schear Investment Advisers’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,218
| Closed | -$232K | – | 86 |
|
|
2023
Q4 | $232K | Sell |
1,218
-83
| -6% | -$15.8K | 0.22% | 76 |
|
|
2023
Q3 | $212K | Sell |
1,301
-138
| -10% | -$22.5K | 0.23% | 76 |
|
|
2023
Q2 | $250K | Sell |
1,439
-20
| -1% | -$3.47K | 0.26% | 77 |
|
|
2023
Q1 | $250K | Buy |
1,459
+86
| +6% | +$14.7K | 0.3% | 79 |
|
|
2022
Q4 | $257K | Buy |
+1,373
| New | +$257K | 0.32% | 85 |
|