VWA
Valued Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Sell |
336
-8
| -2% | -$2.14K | 0.05% | 60 |
|
|
2025
Q1 | $91.1K | Buy |
344
+8
| +2% | +$2.12K | 0.05% | 63 |
|
|
2024
Q4 | $81K | Buy |
336
+5
| +2% | +$1.21K | 0.05% | 64 |
|
|
2024
Q3 | $77.5K | Buy |
331
+21
| +7% | +$4.92K | 0.05% | 56 |
|
|
2024
Q2 | $63.1K | Buy |
310
+9
| +3% | +$1.83K | 0.04% | 60 |
|
|
2024
Q1 | $69.3K | Buy |
301
+93
| +45% | +$21.4K | 0.05% | 55 |
|
|
2023
Q4 | $34K | Buy |
+208
| New | +$34K | 0.03% | 62 |
|