Sax Wealth Advisors’s Travel + Leisure Co TNL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,399	Closed	-$424K	–	387
2024 Q4	$424K	Buy	8,399 +21	+0.3%	+$1.06K	0.03%	211
2024 Q3	$386K	Buy	8,378 +1,400	+20%	+$64.5K	0.03%	195
2024 Q2	$314K	Buy	+6,978	New	+$314K	0.03%	204