TCWA
Turtle Creek Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
46,544
-506,756
| -92% | -$26.5M | 0.29% | 79 |
|
|
2025
Q1 | $27.6M | Buy |
553,300
+196,612
| +55% | +$9.79M | 4.11% | 3 |
|
|
2024
Q4 | $17.2M | Buy |
356,688
+350,627
| +5,785% | +$16.9M | 3.98% | 6 |
|
|
2024
Q3 | $275K | Hold |
6,061
| – | – | 0.06% | 145 |
|
|
2024
Q2 | $249K | Sell |
6,061
-120,288
| -95% | -$4.95M | 0.06% | 136 |
|
|
2024
Q1 | $5.32M | Buy |
126,349
+120,288
| +1,985% | +$5.07M | 1.31% | 21 |
|
|
2023
Q4 | $228K | Buy |
+6,061
| New | +$228K | 0.07% | 139 |
|