Sugarloaf Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $631K | Hold |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $603K | Hold |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $455K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $222 | Buy |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $1.17M | Hold |
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|
2020
Q1 | $1.02M | Hold |
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|
2019
Q4 | $1.4M | Buy |
|