Meridian Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $933K | Buy |
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|
2024
Q2 | $691K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $798K | Sell |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $421K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $319 | Buy |
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