WP
Wealthspan Partners’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
1,161
| – | – | 0.13% | 91 |
|
|
2025
Q1 | $307K | Hold |
1,161
| – | – | 0.14% | 90 |
|
|
2024
Q4 | $280K | Hold |
1,161
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $272K | Sell |
1,161
-2
| -0.2% | -$468 | 0.13% | 91 |
|
|
2024
Q2 | $236K | Sell |
1,163
-20
| -2% | -$4.07K | 0.13% | 91 |
|
|
2024
Q1 | $272K | Buy |
1,183
+20
| +2% | +$4.6K | 0.16% | 82 |
|
|
2023
Q4 | $222K | Buy |
+1,163
| New | +$222K | 0.16% | 79 |
|
|
2023
Q3 | – | Sell |
-1,163
| Closed | -$202K | – | 80 |
|
|
2023
Q2 | $202K | Buy |
+1,163
| New | +$202K | 0.16% | 76 |
|
|
2023
Q1 | – | Sell |
-1,165
| Closed | -$218K | – | 74 |
|
|
2022
Q4 | $218K | Buy |
+1,165
| New | +$218K | 0.2% | 67 |
|
|
2022
Q2 | – | Sell |
-1,165
| Closed | -$213K | – | 70 |
|
|
2022
Q1 | $213K | Buy |
+1,165
| New | +$213K | 0.19% | 65 |
|