TrinityPoint Wealth’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 | $317K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $240K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $603K | Sell |
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|
2020
Q2 | $642K | Sell |
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|
2020
Q1 | $569K | Sell |
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|
2019
Q4 | $834K | Sell |
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|
2019
Q3 | $900K | Buy |
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