MERIDIAN WEALTH ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$9.44M
portfolio value
MERIDIAN WEALTH ADVISORS, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.09% | 24 shares | -522K | $357.18 | 26.43K |
| Q2 2022 | share | Decrease | -15.83% | -4.96K shares | -4.20M | $377.25 | 26.41K |
| Q1 2022 | share | Increase | +1.50% | 463 shares | -511K | $451.64 | 31.38K |
| Q4 2021 | share | Increase | +1.05% | 320 shares | 1.55M | $476.16 | 30.91K |
| Q3 2021 | share | Increase | +0.07% | 21 shares | 42K | $429.14 | 30.59K |
| Q2 2021 | share | Increase | +0.10% | 31 shares | 983K | $426.68 | 30.57K |
| Q1 2021 | share | Decrease | -1.79% | -557 shares | 478K | $393.75 | 30.54K |
| Q4 2020 | share | Increase | +2.05% | 625 shares | 1.42M | $370.23 | 31.10K |
| Q3 2020 | share | Decrease | -2.10% | -655 shares | 606K | $330.21 | 30.47K |
| Q2 2020 | share | Increase | +2.93% | 886 shares | 1.80M | $302.82 | 31.13K |
| Q1 2020 | share | Decrease | -5.09% | -1.62K shares | -2.46M | $252 | 30.24K |
| Q4 2019 | share | Increase | +1.33% | 418 shares | 923K | $312.76 | 31.86K |
| Q3 2019 | share | Increase | +1573.82% | 29.57K shares | 8.78M | $286.98 | 31.45K |
| Q2 2019 | share | Decrease | -5.05% | -100 shares | -8K | $282.02 | 1.87K |
| Q1 2019 | share | Decrease | -45.33% | -1.64K shares | -346K | $270.58 | 1.97K |
| Q4 2018 | share | Increase | 0.00% | 3.62K shares | 905K | $238.35 | 3.62K |