Meridian Wealth Management’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,598
| Closed | -$1.16M | – | 582 |
|
|
2022
Q1 | $1.16M | Buy |
7,598
+500
| +7% | +$76.6K | 0.13% | 141 |
|
|
2021
Q4 | $1.36M | Buy |
7,098
+292
| +4% | +$55.7K | 0.14% | 131 |
|
|
2021
Q3 | $1.47M | Buy |
6,806
+139
| +2% | +$30K | 0.18% | 110 |
|
|
2021
Q2 | $1.51M | Buy |
6,667
+971
| +17% | +$219K | 0.19% | 105 |
|
|
2021
Q1 | $1.19M | Buy |
5,696
+331
| +6% | +$69.2K | 0.17% | 117 |
|
|
2020
Q4 | $1.15M | Buy |
5,365
+570
| +12% | +$123K | 0.18% | 104 |
|
|
2020
Q3 | $809K | Buy |
+4,795
| New | +$809K | 0.2% | 98 |
|