TWD
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True Wealth Design’s Travelers Companies TRV Stock Holding History

True Wealth Design’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$62.2K Buy
232
+63
+37% +$16.9K 0.02% 170
2025
Q1 		$44.8K Buy
169
+48
+40% +$12.7K 0.02% 203
2024
Q4 		$29.2K Sell
121
-53
-30% -$12.8K 0.01% 266
2024
Q3 		$40.7K Buy
+174
New +$40.7K 0.02% 173