LFA
Legend Financial Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
+41
| New | +$11K | 0.01% | 108 |
|
|
2025
Q1 | – | Sell |
-45
| Closed | -$10.8K | – | 232 |
|
|
2024
Q4 | $10.8K | Buy |
45
+4
| +10% | +$964 | 0.01% | 111 |
|
|
2024
Q3 | $9.6K | Sell |
41
-4
| -9% | -$936 | 0.01% | 104 |
|
|
2024
Q2 | $9.15K | Sell |
45
-4
| -8% | -$813 | 0.01% | 150 |
|
|
2024
Q1 | $11.3K | Buy |
49
+33
| +206% | +$7.6K | 0.01% | 130 |
|
|
2023
Q4 | $3.05K | Buy |
+16
| New | +$3.05K | ﹤0.01% | 168 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$8.68K | – | 213 |
|
|
2023
Q2 | $8.68K | Hold |
50
| – | – | 0.01% | 159 |
|
|
2023
Q1 | $8.57K | Sell |
50
-25
| -33% | -$4.29K | 0.01% | 164 |
|
|
2022
Q4 | $14.1K | Buy |
+75
| New | +$14.1K | 0.01% | 139 |
|