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Soundmark Wealth Management’s Travelers Companies TRV Stock Holding History

Soundmark Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,340
Closed -$308K – 46
2024
Q1 		$308K Hold
1,340
– – 0.14% 54
2023
Q4 		$255K Hold
1,340
– – 0.13% 56
2023
Q3 		$219K Buy
+1,340
New +$219K 0.12% 55