Wealth Effects’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 | $329K | Hold |
1,231
| – | – | 0.12% | 138 |
|
|
2025
Q1 | $325K | Buy |
1,231
+1
| +0.1% | +$264 | 0.14% | 131 |
|
|
2024
Q4 | $296K | Sell |
1,230
-76
| -6% | -$18.3K | 0.11% | 155 |
|
|
2024
Q3 | $306K | Hold |
1,306
| – | – | 0.11% | 157 |
|
|
2024
Q2 | $266K | Sell |
1,306
-15
| -1% | -$3.05K | 0.1% | 158 |
|
|
2024
Q1 | $304K | Sell |
1,321
-49
| -4% | -$11.3K | 0.11% | 149 |
|
|
2023
Q4 | $261K | Buy |
1,370
+1
| +0.1% | +$190 | 0.1% | 174 |
|
|
2023
Q3 | $224K | Sell |
1,369
-49
| -3% | -$8K | 0.11% | 151 |
|
|
2023
Q2 | $246K | Sell |
1,418
-81
| -5% | -$14.1K | 0.11% | 150 |
|
|
2023
Q1 | $257K | Buy |
1,499
+1
| +0.1% | +$171 | 0.13% | 150 |
|
|
2022
Q4 | $281K | Sell |
1,498
-132
| -8% | -$24.8K | 0.16% | 141 |
|
|
2022
Q3 | $250K | Buy |
1,630
+1
| +0.1% | +$153 | 0.15% | 136 |
|
|
2022
Q2 | $276K | Hold |
1,629
| – | – | 0.17% | 131 |
|
|
2022
Q1 | $298K | Buy |
1,629
+1
| +0.1% | +$183 | 0.14% | 138 |
|
|
2021
Q4 | $255K | Buy |
+1,628
| New | +$255K | 0.11% | 169 |
|