Meridian Wealth Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-688
| Closed | -$80K | – | 1294 |
|
|
2021
Q1 | $80K | Sell |
688
-663
| -49% | -$77.1K | 0.02% | 125 |
|
|
2020
Q4 | $153K | Buy |
1,351
+460
| +52% | +$52.1K | 0.06% | 73 |
|
|
2020
Q3 | $94K | Hold |
891
| – | – | 0.05% | 96 |
|
|
2020
Q2 | $89K | Sell |
891
-254
| -22% | -$25.4K | 0.05% | 99 |
|
|
2020
Q1 | $101K | Buy |
1,145
+254
| +29% | +$22.4K | 0.06% | 84 |
|
|
2019
Q4 | $91K | Buy |
+891
| New | +$91K | 0.06% | 99 |
|