Secured Retirement Advisors’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,001	Closed	-$241K	–	166
2024 Q4	$241K	Buy	1,001 +75	+8%	+$18.1K	0.14%	126
2024 Q3	$217K	Buy	+926	New	+$217K	0.16%	108
2024 Q2	–	Sell	-926	Closed	-$213K	–	118
2024 Q1	$213K	Buy	+926	New	+$213K	0.18%	105