TCWA
Turtle Creek Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,695
| New | +$228K | 0.03% | 249 |
|
|
2024
Q4 | – | Sell |
-123,386
| Closed | -$19M | – | 173 |
|
|
2024
Q3 | $19M | Buy |
123,386
+121,691
| +7,179% | +$18.7M | 3.81% | 3 |
|
|
2024
Q2 | $247K | Sell |
1,695
-34,649
| -95% | -$5.05M | 0.06% | 137 |
|
|
2024
Q1 | $5.37M | Buy |
36,344
+30,739
| +548% | +$4.54M | 1.32% | 20 |
|
|
2023
Q4 | $764K | Buy |
+5,605
| New | +$764K | 0.23% | 77 |
|