Meridian Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
4,929
| – | – | 0.03% | 370 |
|
|
2025
Q1 | $646K | Sell |
4,929
-25
| -0.5% | -$3.28K | 0.03% | 367 |
|
|
2024
Q4 | $653K | Sell |
4,954
-76
| -2% | -$10K | 0.03% | 364 |
|
|
2024
Q3 | $681K | Buy |
5,030
+15
| +0.3% | +$2.03K | 0.03% | 354 |
|
|
2024
Q2 | $611K | Buy |
+5,015
| New | +$611K | 0.07% | 157 |
|
|
2024
Q1 | – | Sell |
-6,138
| Closed | -$700K | – | 586 |
|
|
2023
Q4 | $700K | Hold |
6,138
| – | – | 0.04% | 317 |
|
|
2023
Q3 | $622K | Sell |
6,138
-78
| -1% | -$7.91K | 0.04% | 322 |
|
|
2023
Q2 | $667K | Sell |
6,216
-330
| -5% | -$35.4K | 0.06% | 274 |
|
|
2023
Q1 | $662K | Sell |
6,546
-8
| -0.1% | -$809 | 0.06% | 273 |
|
|
2022
Q4 | $644K | Sell |
6,554
-29
| -0.4% | -$2.85K | 0.06% | 264 |
|
|
2022
Q3 | $545K | Sell |
6,583
-1,957
| -23% | -$162K | 0.06% | 261 |
|
|
2022
Q2 | $746K | Buy |
8,540
+2,574
| +43% | +$225K | 0.06% | 282 |
|
|
2022
Q1 | $614K | Sell |
5,966
-3,215
| -35% | -$331K | 0.07% | 210 |
|
|
2021
Q4 | $971K | Sell |
9,181
-2,329
| -20% | -$246K | 0.1% | 159 |
|
|
2021
Q3 | $1.13M | Sell |
11,510
-62
| -0.5% | -$6.07K | 0.14% | 139 |
|
|
2021
Q2 | $1.19M | Buy |
11,572
+1,522
| +15% | +$156K | 0.15% | 133 |
|
|
2021
Q1 | $989K | Buy |
10,050
+5,131
| +104% | +$505K | 0.14% | 140 |
|
|
2020
Q4 | $435K | Buy |
+4,919
| New | +$435K | 0.07% | 207 |
|
|
2019
Q3 | – | Sell |
-761
| Closed | -$589 | – | 512 |
|
|
2019
Q2 | $589 | Buy |
+761
| New | +$589 | 0.02% | 348 |
|