TLA
Tanglewood Legacy Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
500
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $132K | Hold |
500
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $120K | Hold |
500
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $117K | Hold |
500
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $102K | Hold |
500
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $115K | Hold |
500
| – | – | 0.06% | 112 |
|
|
2023
Q4 | $95.2K | Hold |
500
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $81.7K | Hold |
500
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $86.8K | Hold |
500
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $85.7K | Hold |
500
| – | – | 0.05% | 120 |
|
|
2022
Q4 | $93.7K | Buy |
+500
| New | +$93.7K | 0.07% | 97 |
|