LFA
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Level Financial Advisors’s Travelers Companies TRV Stock Holding History

Level Financial Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$1K – 292
2022
Q4 		$1K Buy
+3
New +$1K ﹤0.01% 267
2022
Q1 		– Sell
-50
Closed -$8K – 284
2021
Q4 		$8K Buy
+50
New +$8K 0.01% 187