TCWA
Turtle Creek Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
+9,252
| New | +$2.01M | 0.24% | 84 |
|
|
2025
Q1 | – | Sell |
-63,575
| Closed | -$14.3M | – | 127 |
|
|
2024
Q4 | $14.3M | Buy |
63,575
+61,338
| +2,742% | +$13.8M | 3.29% | 8 |
|
|
2024
Q3 | $448K | Hold |
2,237
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $408K | Sell |
2,237
-22,775
| -91% | -$4.15M | 0.09% | 100 |
|
|
2024
Q1 | $4.6M | Buy |
25,012
+1,635
| +7% | +$301K | 1.13% | 30 |
|
|
2023
Q4 | $4.18M | Buy |
+23,377
| New | +$4.18M | 1.23% | 22 |
|