SVWAG
Sound View Wealth Advisors Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
2,502
-94
| -4% | -$25.1K | 0.05% | 235 |
|
|
2025
Q1 | $687K | Sell |
2,596
-304
| -10% | -$80.4K | 0.06% | 222 |
|
|
2024
Q4 | $699K | Buy |
2,900
+100
| +4% | +$24.1K | 0.06% | 222 |
|
|
2024
Q3 | $656K | Buy |
2,800
+388
| +16% | +$90.8K | 0.05% | 228 |
|
|
2024
Q2 | $490K | Hold |
2,412
| – | – | 0.05% | 236 |
|
|
2024
Q1 | $555K | Sell |
2,412
-335
| -12% | -$77.1K | 0.06% | 225 |
|
|
2023
Q4 | $523K | Buy |
2,747
+460
| +20% | +$87.6K | 0.06% | 229 |
|
|
2023
Q3 | $373K | Buy |
2,287
+176
| +8% | +$28.7K | 0.05% | 257 |
|
|
2023
Q2 | $367K | Sell |
2,111
-80
| -4% | -$13.9K | 0.05% | 262 |
|
|
2023
Q1 | $376K | Sell |
2,191
-556
| -20% | -$95.3K | 0.05% | 257 |
|
|
2022
Q4 | $523K | Buy |
+2,747
| New | +$523K | 0.06% | 229 |
|
|
2021
Q2 | – | Sell |
-1,739
| Closed | -$262K | – | 292 |
|
|
2021
Q1 | $262K | Buy |
1,739
+32
| +2% | +$4.82K | 0.06% | 235 |
|
|
2020
Q4 | $240K | Buy |
+1,707
| New | +$240K | 0.06% | 232 |
|
|
2020
Q3 | – | Sell |
-1,781
| Closed | -$203K | – | 250 |
|
|
2020
Q2 | $203K | Buy |
+1,781
| New | +$203K | 0.06% | 235 |
|
|
2020
Q1 | – | Sell |
-3,151
| Closed | -$432K | – | 233 |
|
|
2019
Q4 | $432K | Buy |
3,151
+51
| +2% | +$6.99K | 0.12% | 149 |
|
|
2019
Q3 | $461K | Buy |
3,100
+13
| +0.4% | +$1.93K | 0.14% | 146 |
|
|
2019
Q2 | $462K | Buy |
+3,087
| New | +$462K | 0.14% | 150 |
|