Meridian Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.76M | Buy |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.86M | Sell |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $4.13M | Sell |
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|
2023
Q1 | $4.08M | Buy |
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $4.09M | Buy |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.42M | Buy |
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|
2021
Q3 | $3.95M | Buy |
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|
2021
Q2 | $3.91M | Buy |
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|
2021
Q1 | $3.62M | Buy |
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|
2020
Q4 | $3.4M | Buy |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $671K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $265 | Buy |
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