Meridian Wealth Management’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
9,266
+1
| +0% | +$88 | 0.03% | 346 |
|
|
2025
Q1 | $796K | Sell |
9,265
-38
| -0.4% | -$3.27K | 0.04% | 326 |
|
|
2024
Q4 | $783K | Buy |
9,303
+301
| +3% | +$25.3K | 0.04% | 333 |
|
|
2024
Q3 | $864K | Sell |
9,002
-197
| -2% | -$18.9K | 0.04% | 306 |
|
|
2024
Q2 | $811K | Buy |
+9,199
| New | +$811K | 0.1% | 129 |
|
|
2024
Q1 | – | Sell |
-9,957
| Closed | -$851K | – | 583 |
|
|
2023
Q4 | $851K | Sell |
9,957
-303
| -3% | -$25.9K | 0.05% | 286 |
|
|
2023
Q3 | $807K | Sell |
10,260
-79
| -0.8% | -$6.22K | 0.05% | 275 |
|
|
2023
Q2 | $857K | Sell |
10,339
-61
| -0.6% | -$5.06K | 0.07% | 224 |
|
|
2023
Q1 | $839K | Sell |
10,400
-324
| -3% | -$26.1K | 0.07% | 229 |
|
|
2022
Q4 | $833K | Buy |
10,724
+546
| +5% | +$42.4K | 0.08% | 224 |
|
|
2022
Q3 | $692K | Sell |
10,178
-498
| -5% | -$33.9K | 0.07% | 231 |
|
|
2022
Q2 | $786K | Sell |
10,676
-569
| -5% | -$41.9K | 0.06% | 276 |
|
|
2022
Q1 | $991K | Sell |
11,245
-2,910
| -21% | -$256K | 0.11% | 157 |
|
|
2021
Q4 | $1.28M | Buy |
14,155
+247
| +2% | +$22.4K | 0.14% | 134 |
|
|
2021
Q3 | $1.1M | Sell |
13,908
-780
| -5% | -$61.7K | 0.14% | 141 |
|
|
2021
Q2 | $1.21M | Buy |
14,688
+3,264
| +29% | +$269K | 0.15% | 130 |
|
|
2021
Q1 | $900K | Buy |
11,424
+2,241
| +24% | +$177K | 0.13% | 148 |
|
|
2020
Q4 | $664K | Buy |
+9,183
| New | +$664K | 0.11% | 155 |
|
|
2019
Q3 | – | Sell |
-972
| Closed | -$569 | – | 509 |
|
|
2019
Q2 | $569 | Buy |
+972
| New | +$569 | 0.02% | 358 |
|
|
2018
Q2 | – | Sell |
-7,744
| Closed | -$441K | – | 205 |
|
|
2018
Q1 | $441K | Buy |
+7,744
| New | +$441K | 0.22% | 92 |
|