TCWA
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Turtle Creek Wealth Advisors’s Unity U Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio U Stock Details U Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$4.09K – 778
2023
Q4 		$4.09K Buy
+100
New +$4.09K ﹤0.01% 682