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Turtle Creek Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-256
Closed -$5.31K – 486
2023
Q4 		$5.31K Buy
+256
New +$5.31K ﹤0.01% 640