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Turtle Creek Wealth Advisors’s Dominion Energy D Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,376
Closed -$64.7K – 345
2023
Q4 		$64.7K Buy
+1,376
New +$64.7K 0.02% 246