Meridian Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$709K	Hold	4,805	–	–	0.11%	98
2025 Q1	$630K	Hold	4,805	–	–	0.11%	97
2024 Q4	$633K	Sell	4,805 -90	-2%	-$11.9K	0.1%	103
2024 Q3	$663K	Hold	4,895	–	–	0.11%	96
2024 Q2	$597K	Hold	4,895	–	–	0.11%	101
2024 Q1	$617K	Hold	4,895	–	–	0.12%	99
2023 Q4	$558K	Hold	4,895	–	–	0.12%	103
2023 Q3	$496K	Sell	4,895 -250	-5%	-$25.3K	0.12%	105
2023 Q2	$552K	Hold	5,145	–	–	0.13%	103
2023 Q1	$521K	Hold	5,145	–	–	0.13%	109
2022 Q4	$505K	Hold	5,145	–	–	0.13%	111
2022 Q3	$426K	Hold	5,145	–	–	0.12%	126
2022 Q2	$449K	Hold	5,145	–	–	0.12%	128
2022 Q1	$530K	Hold	5,145	–	–	0.12%	127
2021 Q4	$544K	Hold	5,145	–	–	0.13%	124
2021 Q3	$503K	Hold	5,145	–	–	0.14%	121
2021 Q2	$527K	Hold	5,145	–	–	0.15%	119
2021 Q1	$507K	Hold	5,145	–	–	0.17%	107
2020 Q4	$456K	Hold	5,145	–	–	0.17%	110
2020 Q3	$396K	Buy	5,145 +1,500	+41%	+$115K	0.17%	110
2020 Q2	$250K	Hold	3,645	–	–	0.12%	138
2020 Q1	$215K	Sell	3,645 -830	-19%	-$49K	0.12%	129
2019 Q4	$365K	Hold	4,475	–	–	0.14%	110
2019 Q3	$347K	Hold	4,475	–	–	0.15%	114
2019 Q2	$346K	Hold	4,475	–	–	0.24%	89
2019 Q1	$336K	Hold	4,475	–	–	0.24%	85
2018 Q4	$288K	Buy	+4,475	New	+$288K	0.22%	91