Meridian Wealth Management’s SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Meridian Wealth Management’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$690K	Buy	3,270 +350	+12%	+$73.8K	0.03%	383
2025 Q1	$469K	Sell	2,920 -100	-3%	-$16.1K	0.02%	424
2024 Q4	$501K	Buy	3,020 +100	+3%	+$16.6K	0.02%	404
2024 Q3	$459K	Sell	2,920 -8	-0.3%	-$1.26K	0.02%	422
2024 Q2	$410K	Buy	+2,928	New	+$410K	0.05%	198
2024 Q1	–	Sell	-2,928	Closed	-$397K	–	581
2023 Q4	$397K	Buy	2,928 +195	+7%	+$26.4K	0.03%	431
2023 Q3	$306K	Buy	2,733 +8	+0.3%	+$897	0.02%	449
2023 Q2	$331K	Hold	2,725	–	–	0.03%	412
2023 Q1	$319K	Hold	2,725	–	–	0.03%	414
2022 Q4	$300K	Hold	2,725	–	–	0.03%	413
2022 Q3	$250K	Hold	2,725	–	–	0.03%	407
2022 Q2	$274K	Hold	2,725	–	–	0.02%	450
2022 Q1	$340K	Hold	2,725	–	–	0.04%	292
2021 Q4	$317K	Hold	2,725	–	–	0.03%	308
2021 Q3	$325K	Hold	2,725	–	–	0.04%	293
2021 Q2	$361K	Hold	2,725	–	–	0.05%	276
2021 Q1	$342K	Hold	2,725	–	–	0.05%	266
2020 Q4	$312K	Hold	2,725	–	–	0.05%	252
2020 Q3	$238K	Sell	2,725 -10,750	-80%	-$939K	0.06%	216
2020 Q2	$1.18M	Sell	13,475 -4,000	-23%	-$351K	0.4%	58
2020 Q1	$1.33M	Buy	17,475 +14,250	+442%	+$1.08M	0.59%	40
2019 Q4	$351K	Hold	3,225	–	–	0.17%	135
2019 Q3	$345K	Hold	3,225	–	–	0.16%	128
2019 Q2	$3.35K	Sell	3,225 -500	-13%	-$520	0.14%	130
2019 Q1	$342K	Sell	3,725 -1,706	-31%	-$157K	0.16%	125
2018 Q4	$429K	Buy	5,431 +554	+11%	+$43.8K	0.25%	78
2018 Q3	$486K	Buy	4,877 +20	+0.4%	+$1.99K	0.21%	86
2018 Q2	$423K	Buy	4,857 +363	+8%	+$31.6K	0.2%	106
2018 Q1	$390K	Buy	4,494 +563	+14%	+$48.9K	0.19%	110
2017 Q4	$314K	Hold	3,931	–	–	0.19%	121
2017 Q3	$314K	Buy	3,931 +46	+1%	+$3.67K	0.2%	118
2017 Q2	$274K	Sell	3,885 -21,757	-85%	-$1.53M	0.17%	130
2017 Q1	$1.71M	Sell	25,642 -383	-1%	-$25.6K	1.03%	22
2016 Q4	$1.65M	Buy	+26,025	New	+$1.65M	1.31%	19