MERIDIAN WEALTH MANAGEMENT, LLC – Financial Select Sector SPDR Fund Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$5.14M
portfolio value
MERIDIAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.43% | -4.22K shares | -317K | $30.36 | 169.49K |
| Q2 2022 | share | Increase | +44.70% | 53.65K shares | 863K | $31.45 | 173.71K |
| Q1 2022 | share | Decrease | -4.71% | -5.92K shares | -320K | $38.32 | 120.05K |
| Q4 2021 | share | Increase | +30.54% | 29.47K shares | 1.29M | $39.12 | 125.98K |
| Q3 2021 | share | Increase | +2.75% | 2.58K shares | 176K | $37.53 | 96.50K |
| Q2 2021 | share | Increase | +12.65% | 10.54K shares | 607K | $36.53 | 93.91K |
| Q1 2021 | share | Increase | +46.86% | 26.60K shares | 1.16M | $33.77 | 83.37K |
| Q4 2020 | share | Increase | 0.00% | 56.77K shares | 1.67M | $29.11 | 56.77K |
| Q3 2019 | share | Decrease | -100.00% | -977 shares | -270 | $26.79 | 0 |
| Q2 2019 | share | Increase | 0.00% | 977 shares | 270 | $26.27 | 977 |