TCWA
Turtle Creek Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
28,806
+7,510
| +35% | +$789K | 0.36% | 68 |
|
|
2025
Q1 | $2.38M | Buy |
+21,296
| New | +$2.38M | 0.36% | 76 |
|
|
2024
Q2 | – | Sell |
-35,484
| Closed | -$4.62M | – | 212 |
|
|
2024
Q1 | $4.62M | Buy |
35,484
+3,914
| +12% | +$510K | 1.13% | 28 |
|
|
2023
Q4 | $4.21M | Buy |
+31,570
| New | +$4.21M | 1.24% | 20 |
|