Meridian Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
2025
Q1
Sell
2024
Q4
$210K Buy
2024
Q3
$204K Sell
2024
Q2
$207K Sell
2024
Q1
$309K Hold
2023
Q4
$286K Buy
2021
Q2
Sell
2021
Q1
$120K Hold
2020
Q4
$117K Hold
2020
Q3
$105K Hold
2020
Q2
$94K Sell
2020
Q1
$136K Buy
2019
Q4
$84K Buy