TCWA
XYZ

Turtle Creek Wealth Advisors’s Block, Inc. XYZ Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-312
Closed -$24.1K – 857
2023
Q4 		$24.1K Buy
+312
New +$24.1K 0.01% 384