Meridian Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
10,997
-106
| -1% | -$23K | 0.1% | 180 |
|
|
2025
Q1 | $2.19M | Buy |
11,103
+342
| +3% | +$67.4K | 0.11% | 176 |
|
|
2024
Q4 | $2.4M | Sell |
10,761
-56
| -0.5% | -$12.5K | 0.11% | 172 |
|
|
2024
Q3 | $2.16M | Buy |
10,817
+12
| +0.1% | +$2.4K | 0.11% | 174 |
|
|
2024
Q2 | $1.97M | Buy |
+10,805
| New | +$1.97M | 0.24% | 79 |
|
|
2024
Q1 | – | Sell |
-20,569
| Closed | -$3.68M | – | 590 |
|
|
2023
Q4 | $3.68M | Sell |
20,569
-781
| -4% | -$140K | 0.23% | 92 |
|
|
2023
Q3 | $3.44M | Sell |
21,350
-482
| -2% | -$77.6K | 0.21% | 97 |
|
|
2023
Q2 | $3.71M | Sell |
21,832
-5,284
| -19% | -$897K | 0.31% | 65 |
|
|
2023
Q1 | $4.05M | Sell |
27,116
-8,080
| -23% | -$1.21M | 0.35% | 65 |
|
|
2022
Q4 | $4.55M | Sell |
35,196
-1,184
| -3% | -$153K | 0.45% | 48 |
|
|
2022
Q3 | $5.18M | Sell |
36,380
-3,068
| -8% | -$437K | 0.56% | 29 |
|
|
2022
Q2 | $5.42M | Buy |
39,448
+18,725
| +90% | +$2.57M | 0.44% | 48 |
|
|
2022
Q1 | $3.83M | Buy |
20,723
+1,828
| +10% | +$338K | 0.42% | 47 |
|
|
2021
Q4 | $3.86M | Buy |
18,895
+316
| +2% | +$64.6K | 0.41% | 47 |
|
|
2021
Q3 | $3.33M | Buy |
18,579
+332
| +2% | +$59.6K | 0.41% | 50 |
|
|
2021
Q2 | $3.26M | Buy |
18,247
+6,451
| +55% | +$1.15M | 0.42% | 51 |
|
|
2021
Q1 | $1.98M | Buy |
11,796
+32
| +0.3% | +$5.38K | 0.29% | 77 |
|
|
2020
Q4 | $1.89M | Buy |
+11,764
| New | +$1.89M | 0.3% | 70 |
|
|
2019
Q3 | – | Sell |
-181
| Closed | -$216 | – | 515 |
|
|
2019
Q2 | $216 | Buy |
+181
| New | +$216 | 0.01% | 528 |
|