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Turtle Creek Wealth Advisors’s Broadridge BR Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$652K Buy
+2,684
New +$652K 0.08% 148
2024
Q1 		– Sell
-104
Closed -$21.4K – 282
2023
Q4 		$21.4K Buy
+104
New +$21.4K 0.01% 401