Zynergy Retirement Planning’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	-82	Closed	-$19.8K	–	97
2025 Q1	$19.8K	Hold	82	–	–	0.01%	65
2024 Q4	$19.2K	Hold	82	–	–	0.01%	65
2024 Q3	$19.2K	Sell	82 -50	-38%	-$11.7K	0.01%	65
2024 Q2	$26.8K	Buy	+132	New	+$26.8K	0.02%	59