Meridian Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Hold |
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|
2025
Q2 | $659K | Hold |
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|
2025
Q1 | $627K | Hold |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $606K | Hold |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $361K | Buy |
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|
2019
Q4 | $419K | Hold |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $306K | Buy |
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