SSWM
Strait & Sound Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,043
| Closed | -$251K | – | 155 |
|
|
2024
Q4 | $251K | Sell |
1,043
-185
| -15% | -$44.6K | 0.12% | 127 |
|
|
2024
Q3 | $287K | Sell |
1,228
-155
| -11% | -$36.3K | 0.14% | 114 |
|
|
2024
Q2 | $281K | Sell |
1,383
-55
| -4% | -$11.2K | 0.14% | 116 |
|
|
2024
Q1 | $317K | Hold |
1,438
| – | – | 0.18% | 90 |
|
|
2023
Q4 | $284K | Hold |
1,438
| – | – | 0.18% | 98 |
|
|
2023
Q3 | $235K | Buy |
+1,438
| New | +$235K | 0.2% | 112 |
|