TFO Wealth Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$1.38K | – | 688 |
|
|
2024
Q1 | $1.38K | Hold |
6
| – | – | ﹤0.01% | 135 |
|
|
2023
Q4 | $1.14K | Sell |
6
-8
| -57% | -$1.52K | ﹤0.01% | 178 |
|
|
2023
Q3 | $2.43K | Buy |
14
+8
| +133% | +$1.39K | ﹤0.01% | 196 |
|
|
2023
Q2 | $1.04K | Hold |
6
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $1.03K | Buy |
6
+3
| +100% | +$514 | ﹤0.01% | 168 |
|
|
2022
Q4 | $93 | Buy |
+3
| New | +$93 | ﹤0.01% | 788 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$6K | – | 467 |
|
|
2022
Q2 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 201 |
|