TCWA
TRV icon

Turtle Creek Wealth Advisors’s Travelers Companies TRV Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-333
Closed -$63.4K – 769
2023
Q4 		$63.4K Buy
+333
New +$63.4K 0.02% 249