Wetzel Investment Advisors’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-56
Closed -$12.9K 817
2024
Q2
$12.9K Sell
56
-45
-45% -$10.4K 0.01% 414
2024
Q1
$21.3K Buy
101
+8
+9% +$1.68K 0.01% 373
2023
Q4
$18K Buy
+93
New +$18K 0.01% 399