TCWA
Turtle Creek Wealth Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
+3,762
| New | +$345K | 0.04% | 205 |
|
|
2024
Q4 | – | Sell |
-2,821
| Closed | -$223K | – | 123 |
|
|
2024
Q3 | $223K | Buy |
2,821
+1
| +0% | +$79 | 0.04% | 166 |
|
|
2024
Q2 | $211K | Buy |
2,820
+22
| +0.8% | +$1.64K | 0.05% | 148 |
|
|
2024
Q1 | $219K | Hold |
2,798
| – | – | 0.05% | 140 |
|
|
2023
Q4 | $195K | Buy |
+2,798
| New | +$195K | 0.06% | 149 |
|