MERIDIAN WEALTH MANAGEMENT, LLC – Utilities Select Sector SPDR Fund Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$744,000
portfolio value
MERIDIAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +34.13% | 2.89K shares | 150K | $65.51 | 11.36K |
| Q2 2022 | share | Increase | +9.97% | 768 shares | 20K | $70.13 | 8.47K |
| Q1 2022 | share | Increase | +0.05% | 4 shares | 23K | $74.46 | 7.70K |
| Q4 2021 | share | Decrease | -6.05% | -496 shares | 28K | $71.33 | 7.69K |
| Q3 2021 | share | Increase | +23.12% | 1.53K shares | 102K | $63.88 | 8.19K |
| Q2 2021 | share | Increase | 0.00% | 6.65K shares | 421K | $62.75 | 6.65K |
| Q3 2019 | share | Decrease | -100.00% | -534 shares | -319 | $60.59 | 0 |
| Q2 2019 | share | Increase | 0.00% | 534 shares | 319 | $55.38 | 534 |