TritonPoint Wealth’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Buy	1,094 +78	+8%	+$20.9K	0.03%	287
2025 Q1	$269K	Buy	1,016 +68	+7%	+$18K	0.03%	291
2024 Q4	$228K	Buy	948 +29	+3%	+$6.99K	0.02%	311
2024 Q3	$217K	Buy	+919	New	+$217K	0.02%	313