Meridian Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
3,580
-100
| -3% | -$8.1K | 0.05% | 152 |
|
|
2025
Q1 | $301K | Buy |
3,680
+100
| +3% | +$8.17K | 0.05% | 143 |
|
|
2024
Q4 | $281K | Sell |
3,580
-230
| -6% | -$18.1K | 0.05% | 150 |
|
|
2024
Q3 | $316K | Hold |
3,810
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $292K | Hold |
3,810
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $291K | Hold |
3,810
| – | – | 0.05% | 149 |
|
|
2023
Q4 | $274K | Hold |
3,810
| – | – | 0.06% | 150 |
|
|
2023
Q3 | $262K | Sell |
3,810
-310
| -8% | -$21.3K | 0.07% | 154 |
|
|
2023
Q2 | $306K | Hold |
4,120
| – | – | 0.07% | 142 |
|
|
2023
Q1 | $308K | Hold |
4,120
| – | – | 0.08% | 145 |
|
|
2022
Q4 | $307K | Hold |
4,120
| – | – | 0.08% | 152 |
|
|
2022
Q3 | $275K | Hold |
4,120
| – | – | 0.08% | 155 |
|
|
2022
Q2 | $297K | Hold |
4,120
| – | – | 0.08% | 159 |
|
|
2022
Q1 | $313K | Hold |
4,120
| – | – | 0.07% | 163 |
|
|
2021
Q4 | $318K | Hold |
4,120
| – | – | 0.08% | 157 |
|
|
2021
Q3 | $284K | Hold |
4,120
| – | – | 0.08% | 160 |
|
|
2021
Q2 | $288K | Hold |
4,120
| – | – | 0.08% | 155 |
|
|
2021
Q1 | $281K | Hold |
4,120
| – | – | 0.09% | 142 |
|
|
2020
Q4 | $278K | Hold |
4,120
| – | – | 0.1% | 144 |
|
|
2020
Q3 | $264K | Hold |
4,120
| – | – | 0.11% | 139 |
|
|
2020
Q2 | $242K | Sell |
4,120
-1,221
| -23% | -$71.7K | 0.11% | 143 |
|
|
2020
Q1 | $291K | Buy |
5,341
+1,221
| +30% | +$66.5K | 0.16% | 105 |
|
|
2019
Q4 | $259K | Hold |
4,120
| – | – | 0.1% | 133 |
|
|
2019
Q3 | $253K | Hold |
4,120
| – | – | 0.11% | 132 |
|
|
2019
Q2 | $239K | Hold |
4,120
| – | – | 0.17% | 111 |
|
|
2019
Q1 | $231K | Sell |
4,120
-430
| -9% | -$24.1K | 0.17% | 110 |
|
|
2018
Q4 | $231K | Buy |
+4,550
| New | +$231K | 0.18% | 109 |
|