Spartan Planning & Wealth Management’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$56.4K Buy
296
+292
+7,300% +$55.6K 0.06% 134
2023
Q3
$653 Buy
+4
New +$653 ﹤0.01% 120
2022
Q4
$188K Buy
+1,004
New +$188K 0.23% 63