Simplicity Wealth’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,514	Closed	-$1.93M	–	1144
2024 Q2	$1.93M	Sell	9,514 -6	-0.1%	-$1.22K	0.04%	359
2024 Q1	$2.19M	Buy	+9,520	New	+$2.19M	0.05%	338