Sherbrooke Park Advisers’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+1,063
| New | +$284K | 0.12% | 317 |
|
|
2024
Q3 | – | Sell |
-1,432
| Closed | -$291K | – | 1272 |
|
|
2024
Q2 | $291K | Buy |
1,432
+87
| +6% | +$17.7K | 0.05% | 640 |
|
|
2024
Q1 | $310K | Sell |
1,345
-888
| -40% | -$204K | 0.06% | 553 |
|
|
2023
Q4 | $425K | Sell |
2,233
-2,399
| -52% | -$457K | 0.2% | 200 |
|
|
2023
Q3 | $756K | Buy |
+4,632
| New | +$756K | 0.24% | 158 |
|