TCWA
Turtle Creek Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
+2,927
| New | +$1.54M | 0.18% | 97 |
|
|
2024
Q4 | – | Sell |
-448
| Closed | -$231K | – | 150 |
|
|
2024
Q3 | $231K | Buy |
+448
| New | +$231K | 0.05% | 163 |
|
|
2024
Q1 | – | Sell |
-282
| Closed | -$124K | – | 728 |
|
|
2023
Q4 | $124K | Buy |
+282
| New | +$124K | 0.04% | 174 |
|