SIS
Strategic Investment Solutions’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Sell |
191
-119
| -38% | -$31.8K | 0.02% | 207 |
|
|
2025
Q1 | $82K | Buy |
310
+4
| +1% | +$1.06K | 0.02% | 158 |
|
|
2024
Q4 | $66.2K | Sell |
306
-3
| -1% | -$649 | 0.02% | 175 |
|
|
2024
Q3 | $72.3K | Buy |
309
+1
| +0.3% | +$234 | 0.02% | 167 |
|
|
2024
Q2 | $66.7K | Buy |
+308
| New | +$66.7K | 0.02% | 163 |
|
|
2023
Q4 | $58.3K | Sell |
306
-9,585
| -97% | -$1.83M | 0.01% | 426 |
|
|
2023
Q3 | $1.65M | Buy |
9,891
+9,734
| +6,200% | +$1.63M | 0.02% | 249 |
|
|
2023
Q2 | $27K | Sell |
157
-246
| -61% | -$42.3K | 0.01% | 405 |
|
|
2023
Q1 | $69.2K | Buy |
+403
| New | +$69.2K | 0.01% | 314 |
|