Meridian Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.38M | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.68M | Sell |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $3.71M | Sell |
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $4.55M | Sell |
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|
2022
Q3 | $5.18M | Sell |
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|
2022
Q2 | $5.42M | Buy |
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|
2022
Q1 | $3.83M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $3.33M | Buy |
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|
2021
Q2 | $3.26M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $216 | Buy |
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