Meridian Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+903
| New | +$229K | 0.03% | 102 |
|
|
2025
Q1 | – | Sell |
-904
| Closed | -$210K | – | 110 |
|
|
2024
Q4 | $210K | Buy |
904
+1
| +0.1% | +$232 | 0.03% | 103 |
|
|
2024
Q3 | $204K | Sell |
903
-10
| -1% | -$2.26K | 0.03% | 105 |
|
|
2024
Q2 | $207K | Sell |
913
-572
| -39% | -$129K | 0.04% | 106 |
|
|
2024
Q1 | $309K | Hold |
1,485
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $286K | Buy |
+1,485
| New | +$286K | 0.05% | 78 |
|
|
2021
Q2 | – | Sell |
-903
| Closed | -$120K | – | 1292 |
|
|
2021
Q1 | $120K | Hold |
903
| – | – | 0.04% | 99 |
|
|
2020
Q4 | $117K | Hold |
903
| – | – | 0.05% | 87 |
|
|
2020
Q3 | $105K | Hold |
903
| – | – | 0.05% | 92 |
|
|
2020
Q2 | $94K | Sell |
903
-790
| -47% | -$82.2K | 0.05% | 97 |
|
|
2020
Q1 | $136K | Buy |
1,693
+775
| +84% | +$62.3K | 0.08% | 71 |
|
|
2019
Q4 | $84K | Buy |
+918
| New | +$84K | 0.05% | 104 |
|