Meridian Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Hold |
|
|||||
|
2025
Q1 | $630K | Hold |
|
|||||
|
2024
Q4 | $633K | Sell |
|
|||||
|
2024
Q3 | $663K | Hold |
|
|||||
|
2024
Q2 | $597K | Hold |
|
|||||
|
2024
Q1 | $617K | Hold |
|
|||||
|
2023
Q4 | $558K | Hold |
|
|||||
|
2023
Q3 | $496K | Sell |
|
|||||
|
2023
Q2 | $552K | Hold |
|
|||||
|
2023
Q1 | $521K | Hold |
|
|||||
|
2022
Q4 | $505K | Hold |
|
|||||
|
2022
Q3 | $426K | Hold |
|
|||||
|
2022
Q2 | $449K | Hold |
|
|||||
|
2022
Q1 | $530K | Hold |
|
|||||
|
2021
Q4 | $544K | Hold |
|
|||||
|
2021
Q3 | $503K | Hold |
|
|||||
|
2021
Q2 | $527K | Hold |
|
|||||
|
2021
Q1 | $507K | Hold |
|
|||||
|
2020
Q4 | $456K | Hold |
|
|||||
|
2020
Q3 | $396K | Buy |
|
|||||
|
2020
Q2 | $250K | Hold |
|
|||||
|
2020
Q1 | $215K | Sell |
|
|||||
|
2019
Q4 | $365K | Hold |
|
|||||
|
2019
Q3 | $347K | Hold |
|
|||||
|
2019
Q2 | $346K | Hold |
|
|||||
|
2019
Q1 | $336K | Hold |
|
|||||
|
2018
Q4 | $288K | Buy |
|