SWTS
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Stonehaven Wealth & Tax Solutions’s Travelers Companies TRV Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$300K Sell
1,122
-21
-2% -$5.62K 0.29% 52
2025
Q1 		$302K Sell
1,143
-167
-13% -$44.2K 0.32% 51
2024
Q4 		$316K Buy
+1,310
New +$316K 0.34% 63