TCWA
Turtle Creek Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
+24,767
| New | +$6.27M | 0.74% | 40 |
|
|
2024
Q4 | – | Sell |
-6,149
| Closed | -$1.39M | – | 171 |
|
|
2024
Q3 | $1.39M | Buy |
6,149
+360
| +6% | +$81.3K | 0.28% | 67 |
|
|
2024
Q2 | $1.31M | Sell |
5,789
-56,287
| -91% | -$12.7M | 0.3% | 63 |
|
|
2024
Q1 | $12.9M | Buy |
62,076
+44
| +0.1% | +$9.16K | 3.17% | 3 |
|
|
2023
Q4 | $11.9M | Buy |
+62,032
| New | +$11.9M | 3.51% | 4 |
|