West Coast Financial’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 | – | Sell |
-1,509
| Closed | -$399K | – | 137 |
|
|
2025
Q1 | $399K | Hold |
1,509
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $364K | Hold |
1,509
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $353K | Hold |
1,509
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $307K | Sell |
1,509
-2
| -0.1% | -$407 | 0.04% | 134 |
|
|
2024
Q1 | $348K | Buy |
1,511
+302
| +25% | +$69.5K | 0.04% | 123 |
|
|
2023
Q4 | $230K | Buy |
+1,209
| New | +$230K | 0.03% | 148 |
|