Meridian Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,259
| Closed | -$204K | – | 183 |
|
|
2023
Q3 | $204K | Buy |
+2,259
| New | +$204K | 0.05% | 170 |
|
|
2021
Q3 | – | Sell |
-5,049
| Closed | -$272K | – | 201 |
|
|
2021
Q2 | $272K | Buy |
+5,049
| New | +$272K | 0.08% | 161 |
|
|
2019
Q1 | – | Sell |
-1,250
| Closed | -$72K | – | 405 |
|
|
2018
Q4 | $72K | Buy |
+1,250
| New | +$72K | 0.06% | 204 |
|