TCWA
Turtle Creek Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-116,643
| Closed | -$9.68M | – | 172 |
|
|
2024
Q3 | $9.68M | Buy |
116,643
+115,392
| +9,224% | +$9.58M | 1.94% | 8 |
|
|
2024
Q2 | $95.8K | Hold |
1,251
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $95.5K | Sell |
1,251
-1,599
| -56% | -$122K | 0.02% | 160 |
|
|
2023
Q4 | $205K | Buy |
+2,850
| New | +$205K | 0.06% | 144 |
|