WR Wealth Planners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $58.5K | Buy |
243
+16
| +7% | +$3.85K | 0.02% | 301 |
|
|
2024
Q3 | $53.1K | Sell |
227
-1,000
| -81% | -$234K | 0.01% | 335 |
|
|
2024
Q2 | $249K | Sell |
1,227
-2
| -0.2% | -$407 | 0.08% | 146 |
|
|
2024
Q1 | $283K | Buy |
1,229
+18
| +1% | +$4.14K | 0.09% | 140 |
|
|
2023
Q4 | $231K | Buy |
1,211
+1
| +0.1% | +$190 | 0.09% | 163 |
|
|
2023
Q3 | $198K | Hold |
1,210
| – | – | 0.08% | 172 |
|
|
2023
Q2 | $210K | Hold |
1,210
| – | – | 0.08% | 163 |
|
|
2023
Q1 | $207K | Buy |
+1,210
| New | +$207K | 0.09% | 151 |
|