Meridian Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Hold |
2,600
| – | – | 0.09% | 113 |
|
|
2025
Q1 | $513K | Hold |
2,600
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $583K | Sell |
2,600
-140
| -5% | -$31.4K | 0.1% | 107 |
|
|
2024
Q3 | $549K | Hold |
2,740
| – | – | 0.09% | 106 |
|
|
2024
Q2 | $500K | Hold |
2,740
| – | – | 0.09% | 110 |
|
|
2024
Q1 | $504K | Hold |
2,740
| – | – | 0.09% | 109 |
|
|
2023
Q4 | $490K | Hold |
2,740
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $441K | Sell |
2,740
-220
| -7% | -$35.4K | 0.11% | 110 |
|
|
2023
Q2 | $503K | Hold |
2,960
| – | – | 0.12% | 107 |
|
|
2023
Q1 | $443K | Hold |
2,960
| – | – | 0.11% | 119 |
|
|
2022
Q4 | $382K | Hold |
2,960
| – | – | 0.1% | 129 |
|
|
2022
Q3 | $422K | Hold |
2,960
| – | – | 0.12% | 127 |
|
|
2022
Q2 | $407K | Hold |
2,960
| – | – | 0.11% | 134 |
|
|
2022
Q1 | $548K | Hold |
2,960
| – | – | 0.13% | 124 |
|
|
2021
Q4 | $605K | Hold |
2,960
| – | – | 0.15% | 116 |
|
|
2021
Q3 | $531K | Hold |
2,960
| – | – | 0.15% | 118 |
|
|
2021
Q2 | $529K | Sell |
2,960
-50
| -2% | -$8.94K | 0.15% | 118 |
|
|
2021
Q1 | $506K | Hold |
3,010
| – | – | 0.17% | 108 |
|
|
2020
Q4 | $484K | Hold |
3,010
| – | – | 0.18% | 103 |
|
|
2020
Q3 | $442K | Buy |
3,010
+200
| +7% | +$29.4K | 0.19% | 103 |
|
|
2020
Q2 | $359K | Hold |
2,810
| – | – | 0.17% | 113 |
|
|
2020
Q1 | $276K | Hold |
2,810
| – | – | 0.15% | 110 |
|
|
2019
Q4 | $352K | Hold |
2,810
| – | – | 0.14% | 115 |
|
|
2019
Q3 | $339K | Hold |
2,810
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $335K | Hold |
2,810
| – | – | 0.23% | 92 |
|
|
2019
Q1 | $320K | Hold |
2,810
| – | – | 0.23% | 87 |
|
|
2018
Q4 | $278K | Buy |
+2,810
| New | +$278K | 0.21% | 95 |
|