Meridian Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
17,918
+2,666
| +17% | +$216K | 0.06% | 246 |
|
|
2025
Q1 | $1.25M | Buy |
15,252
+53
| +0.3% | +$4.33K | 0.06% | 247 |
|
|
2024
Q4 | $1.19M | Sell |
15,199
-121
| -0.8% | -$9.51K | 0.06% | 258 |
|
|
2024
Q3 | $1.27M | Buy |
15,320
+15
| +0.1% | +$1.25K | 0.06% | 239 |
|
|
2024
Q2 | $1.17M | Buy |
+15,305
| New | +$1.17M | 0.14% | 107 |
|
|
2024
Q1 | – | Sell |
-17,306
| Closed | -$1.25M | – | 588 |
|
|
2023
Q4 | $1.25M | Sell |
17,306
-5,513
| -24% | -$397K | 0.08% | 228 |
|
|
2023
Q3 | $1.57M | Sell |
22,819
-4,887
| -18% | -$336K | 0.1% | 180 |
|
|
2023
Q2 | $2.05M | Sell |
27,706
-2,732
| -9% | -$203K | 0.17% | 119 |
|
|
2023
Q1 | $2.27M | Buy |
30,438
+1,133
| +4% | +$84.6K | 0.2% | 115 |
|
|
2022
Q4 | $2.18M | Sell |
29,305
-471
| -2% | -$35.1K | 0.21% | 113 |
|
|
2022
Q3 | $1.99M | Sell |
29,776
-8,678
| -23% | -$579K | 0.21% | 111 |
|
|
2022
Q2 | $2.78M | Buy |
38,454
+16,713
| +77% | +$1.21M | 0.23% | 110 |
|
|
2022
Q1 | $1.65M | Sell |
21,741
-661
| -3% | -$50.2K | 0.18% | 108 |
|
|
2021
Q4 | $1.73M | Sell |
22,402
-1,631
| -7% | -$126K | 0.18% | 103 |
|
|
2021
Q3 | $1.65M | Buy |
24,033
+647
| +3% | +$44.5K | 0.2% | 99 |
|
|
2021
Q2 | $1.64M | Buy |
23,386
+377
| +2% | +$26.4K | 0.21% | 92 |
|
|
2021
Q1 | $1.57M | Buy |
23,009
+171
| +0.7% | +$11.7K | 0.23% | 86 |
|
|
2020
Q4 | $1.54M | Buy |
22,838
+19,072
| +506% | +$1.29M | 0.24% | 84 |
|
|
2020
Q3 | $241K | Buy |
+3,766
| New | +$241K | 0.06% | 215 |
|