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Signature Wealth Management Partners’s Travelers Companies TRV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+750
New +$201K 0.11% 106
2024
Q3
Sell
-1,000
Closed -$203K 107
2024
Q2
$203K Hold
1,000
0.15% 97
2024
Q1
$230K Buy
+1,000
New +$230K 0.19% 89