Turtle Creek Wealth Advisors, LLC XLY Holdings History
Turtle Creek Wealth Advisors, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 2 purchases of XLY, at an average price of $200.31, for a total of 86,350.00 shares. In addition, there have been 2 sales at an average price of $206.55 for 86,350.00 shares. Based on historical transaction data and XLY's current price of $222.17, Turtle Creek Wealth Advisors, LLC's estimated gain on his XLY holdings is $538,407.76, reflecting a 3.11% gain to date.
Turtle Creek Wealth Advisors, LLC XLY ($222.17) Holding Chart
Turtle Creek Wealth Advisors, LLC XLY ($222.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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