Meridian Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Hold |
4,565
| – | – | 0.1% | 106 |
|
|
2025
Q1 | $667K | Sell |
4,565
-40
| -0.9% | -$5.84K | 0.11% | 94 |
|
|
2024
Q4 | $634K | Hold |
4,605
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $709K | Hold |
4,605
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $671K | Buy |
4,605
+30
| +0.7% | +$4.37K | 0.12% | 94 |
|
|
2024
Q1 | $676K | Hold |
4,575
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $624K | Hold |
4,575
| – | – | 0.14% | 97 |
|
|
2023
Q3 | $589K | Sell |
4,575
-270
| -6% | -$34.8K | 0.15% | 98 |
|
|
2023
Q2 | $643K | Hold |
4,845
| – | – | 0.16% | 95 |
|
|
2023
Q1 | $627K | Hold |
4,845
| – | – | 0.16% | 100 |
|
|
2022
Q4 | $658K | Hold |
4,845
| – | – | 0.17% | 98 |
|
|
2022
Q3 | $587K | Hold |
4,845
| – | – | 0.17% | 99 |
|
|
2022
Q2 | $621K | Hold |
4,845
| – | – | 0.17% | 106 |
|
|
2022
Q1 | $664K | Sell |
4,845
-335
| -6% | -$45.9K | 0.15% | 112 |
|
|
2021
Q4 | $730K | Sell |
5,180
-35
| -0.7% | -$4.93K | 0.18% | 102 |
|
|
2021
Q3 | $664K | Sell |
5,215
-90
| -2% | -$11.5K | 0.19% | 97 |
|
|
2021
Q2 | $668K | Buy |
5,305
+120
| +2% | +$15.1K | 0.19% | 99 |
|
|
2021
Q1 | $605K | Hold |
5,185
| – | – | 0.2% | 96 |
|
|
2020
Q4 | $588K | Hold |
5,185
| – | – | 0.21% | 96 |
|
|
2020
Q3 | $547K | Hold |
5,185
| – | – | 0.24% | 92 |
|
|
2020
Q2 | $519K | Hold |
5,185
| – | – | 0.24% | 86 |
|
|
2020
Q1 | $459K | Hold |
5,185
| – | – | 0.25% | 78 |
|
|
2019
Q4 | $528K | Hold |
5,185
| – | – | 0.21% | 89 |
|
|
2019
Q3 | $467K | Hold |
5,185
| – | – | 0.2% | 92 |
|
|
2019
Q2 | $480K | Hold |
5,185
| – | – | 0.33% | 69 |
|
|
2019
Q1 | $476K | Hold |
5,185
| – | – | 0.35% | 61 |
|
|
2018
Q4 | $449K | Buy |
+5,185
| New | +$449K | 0.34% | 57 |
|