TCWA
Turtle Creek Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
+15,990
| New | +$1.74M | 0.2% | 91 |
|
|
2024
Q4 | – | Sell |
-3,162
| Closed | -$286K | – | 169 |
|
|
2024
Q3 | $286K | Buy |
3,162
+1,152
| +57% | +$104K | 0.06% | 139 |
|
|
2024
Q2 | $172K | Hold |
2,010
| – | – | 0.04% | 159 |
|
|
2024
Q1 | $164K | Sell |
2,010
-51,907
| -96% | -$4.24M | 0.04% | 150 |
|
|
2023
Q4 | $3.92M | Buy |
+53,917
| New | +$3.92M | 1.15% | 24 |
|