TCWA
Turtle Creek Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,986
| Closed | -$403K | – | 100 |
|
|
2024
Q3 | $403K | Buy |
2,986
+1,328
| +80% | +$179K | 0.08% | 118 |
|
|
2024
Q2 | $201K | Buy |
1,658
+700
| +73% | +$84.7K | 0.05% | 154 |
|
|
2024
Q1 | $118K | Hold |
958
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $112K | Buy |
+958
| New | +$112K | 0.03% | 184 |
|