TCWA
FI icon

Turtle Creek Wealth Advisors’s Fiserv FI Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-593
Closed -$78.8K – 420
2023
Q4 		$78.8K Buy
+593
New +$78.8K 0.02% 221