Tyler-Stone Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-264
| Closed | -$53.7K | – | 842 |
|
|
2024
Q2 | $53.7K | Hold |
264
| – | – | 0.02% | 352 |
|
|
2024
Q1 | $60.8K | Hold |
264
| – | – | 0.03% | 341 |
|
|
2023
Q4 | $50.3K | Hold |
264
| – | – | 0.03% | 351 |
|
|
2023
Q3 | $43K | Hold |
264
| – | – | 0.02% | 361 |
|
|
2023
Q2 | $46K | Buy |
+264
| New | +$46K | 0.03% | 352 |
|
|
2022
Q4 | $72K | Hold |
384
| – | – | 0.05% | 275 |
|
|
2022
Q3 | $59K | Hold |
384
| – | – | 0.05% | 277 |
|
|
2022
Q2 | $65K | Sell |
384
-100
| -21% | -$16.9K | 0.04% | 289 |
|
|
2022
Q1 | $88K | Sell |
484
-18
| -4% | -$3.27K | 0.05% | 270 |
|
|
2021
Q4 | $79K | Buy |
+502
| New | +$79K | 0.04% | 298 |
|