TCWA
Turtle Creek Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,036
| Closed | -$267K | – | 168 |
|
|
2024
Q3 | $267K | Sell |
3,036
-75
| -2% | -$6.59K | 0.05% | 149 |
|
|
2024
Q2 | $284K | Buy |
3,111
+700
| +29% | +$63.8K | 0.07% | 126 |
|
|
2024
Q1 | $228K | Sell |
2,411
-17,726
| -88% | -$1.67M | 0.06% | 139 |
|
|
2023
Q4 | $1.69M | Buy |
+20,137
| New | +$1.69M | 0.5% | 59 |
|