Meridian Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
8,161
-586
| -7% | -$148K | 0.09% | 202 |
|
|
2025
Q1 | $1.81M | Buy |
8,747
+593
| +7% | +$122K | 0.09% | 195 |
|
|
2024
Q4 | $1.9M | Buy |
8,154
+242
| +3% | +$56.3K | 0.09% | 188 |
|
|
2024
Q3 | $1.79M | Sell |
7,912
-550
| -6% | -$124K | 0.09% | 196 |
|
|
2024
Q2 | $1.91M | Buy |
+8,462
| New | +$1.91M | 0.23% | 81 |
|
|
2024
Q1 | – | Sell |
-14,305
| Closed | -$2.75M | – | 587 |
|
|
2023
Q4 | $2.75M | Sell |
14,305
-2,611
| -15% | -$503K | 0.18% | 134 |
|
|
2023
Q3 | $2.77M | Sell |
16,916
-214
| -1% | -$35.1K | 0.17% | 118 |
|
|
2023
Q2 | $2.98M | Sell |
17,130
-5,105
| -23% | -$888K | 0.25% | 82 |
|
|
2023
Q1 | $3.36M | Buy |
22,235
+1,124
| +5% | +$170K | 0.29% | 79 |
|
|
2022
Q4 | $2.63M | Buy |
21,111
+7,634
| +57% | +$950K | 0.26% | 90 |
|
|
2022
Q3 | $1.6M | Sell |
13,477
-169
| -1% | -$20.1K | 0.17% | 126 |
|
|
2022
Q2 | $1.74M | Buy |
13,646
+911
| +7% | +$116K | 0.14% | 158 |
|
|
2022
Q1 | $2.02M | Buy |
12,735
+526
| +4% | +$83.6K | 0.22% | 96 |
|
|
2021
Q4 | $2.12M | Buy |
12,209
+908
| +8% | +$158K | 0.23% | 91 |
|
|
2021
Q3 | $1.69M | Buy |
11,301
+3
| +0% | +$448 | 0.21% | 96 |
|
|
2021
Q2 | $1.67M | Buy |
11,298
+143
| +1% | +$21.1K | 0.21% | 91 |
|
|
2021
Q1 | $1.48M | Buy |
11,155
+728
| +7% | +$96.7K | 0.22% | 92 |
|
|
2020
Q4 | $1.36M | Buy |
10,427
+7,299
| +233% | +$949K | 0.22% | 90 |
|
|
2020
Q3 | $364K | Buy |
+3,128
| New | +$364K | 0.09% | 164 |
|