WealthSource Partners’s Travelers Companies TRV Stock Holding History

WealthSource Partners’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$755K	Sell
2023 Q3	$666K	Sell
2023 Q2	$735K	Sell
2023 Q1	$744K	Sell
2022 Q4	$858K	Sell
2022 Q3	$757K	Buy
2022 Q2	$743K	Sell
2022 Q1	$1.36M	Buy
2018 Q1	–	Sell
2017 Q4	$203K	Buy