SFG
Steward Financial Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $447K | Buy |
2,764
+40
| +1% | +$6.47K | 0.14% | 39 |
|
|
2023
Q2 | $473K | Buy |
2,724
+23
| +0.9% | +$3.99K | 0.15% | 36 |
|
|
2023
Q1 | $463K | Buy |
+2,701
| New | +$463K | 0.15% | 24 |
|
|
2022
Q3 | – | Sell |
-2,618
| Closed | -$442K | – | 1217 |
|
|
2022
Q2 | $442K | Buy |
2,618
+48
| +2% | +$8.1K | 0.37% | 20 |
|
|
2022
Q1 | $469K | Buy |
2,570
+11
| +0.4% | +$2.01K | 0.42% | 16 |
|
|
2021
Q4 | $400K | Buy |
+2,559
| New | +$400K | 0.37% | 19 |
|