Meridian Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
19,754
-234
| -1% | -$59.3K | 0.79% | 33 |
|
|
2025
Q1 | $4.13M | Buy |
19,988
+355
| +2% | +$73.3K | 0.7% | 37 |
|
|
2024
Q4 | $4.57M | Sell |
19,633
-24
| -0.1% | -$5.58K | 0.75% | 36 |
|
|
2024
Q3 | $4.44M | Sell |
19,657
-1,675
| -8% | -$378K | 0.74% | 37 |
|
|
2024
Q2 | $4.83M | Buy |
21,332
+1
| +0% | +$226 | 0.86% | 34 |
|
|
2024
Q1 | $4.44M | Hold |
21,331
| – | – | 0.83% | 34 |
|
|
2023
Q4 | $4.11M | Buy |
21,331
+1
| +0% | +$192 | 0.9% | 34 |
|
|
2023
Q3 | $3.5M | Hold |
21,330
| – | – | 0.87% | 30 |
|
|
2023
Q2 | $3.71M | Sell |
21,330
-577
| -3% | -$100K | 0.9% | 28 |
|
|
2023
Q1 | $3.31M | Sell |
21,907
-89
| -0.4% | -$13.4K | 0.83% | 30 |
|
|
2022
Q4 | $2.74M | Sell |
21,996
-4,231
| -16% | -$527K | 0.71% | 37 |
|
|
2022
Q3 | $3.12M | Sell |
26,227
-3,066
| -10% | -$364K | 0.88% | 27 |
|
|
2022
Q2 | $3.72M | Sell |
29,293
-8,169
| -22% | -$1.04M | 0.99% | 23 |
|
|
2022
Q1 | $5.95M | Sell |
37,462
-449
| -1% | -$71.4K | 1.38% | 15 |
|
|
2021
Q4 | $6.59M | Buy |
37,911
+215
| +0.6% | +$37.4K | 1.6% | 11 |
|
|
2021
Q3 | $5.63M | Buy |
37,696
+3,236
| +9% | +$483K | 1.57% | 14 |
|
|
2021
Q2 | $5.09M | Hold |
34,460
| – | – | 1.44% | 15 |
|
|
2021
Q1 | $4.58M | Buy |
34,460
+1,651
| +5% | +$219K | 1.52% | 15 |
|
|
2020
Q4 | $4.27M | Sell |
32,809
-7,050
| -18% | -$917K | 1.56% | 14 |
|
|
2020
Q3 | $4.65M | Buy |
39,859
+1,728
| +5% | +$202K | 2% | 12 |
|
|
2020
Q2 | $3.98M | Buy |
38,131
+8,250
| +28% | +$862K | 1.84% | 12 |
|
|
2020
Q1 | $2.4M | Buy |
29,881
+1,475
| +5% | +$119K | 1.33% | 16 |
|
|
2019
Q4 | $2.6M | Buy |
28,406
+5,060
| +22% | +$464K | 1.03% | 23 |
|
|
2019
Q3 | $1.88M | Buy |
23,346
+2,145
| +10% | +$173K | 0.8% | 25 |
|
|
2019
Q2 | $1.66M | Buy |
21,201
+2,635
| +14% | +$206K | 1.15% | 15 |
|
|
2019
Q1 | $1.37M | Buy |
18,566
+191
| +1% | +$14.1K | 1% | 19 |
|
|
2018
Q4 | $1.14M | Buy |
+18,375
| New | +$1.14M | 0.87% | 22 |
|