TCWA
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Turtle Creek Wealth Advisors’s Realty Income O Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,445
Closed -$83K – 618
2023
Q4 		$83K Buy
+1,445
New +$83K 0.02% 215