Meridian Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $382K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $548K | Hold |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $531K | Hold |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $506K | Hold |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $339K | Hold |
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|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $278K | Buy |
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