MERIDIAN WEALTH ADVISORS, LLC – SPDR S&P MIDCAP 400 ETF Trust Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$5.05M
portfolio value
MERIDIAN WEALTH ADVISORS, LLC quarter portfolio value change:
-2.86%
quarter
SPDR S&P MIDCAP 400 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.00% | -389 shares | -310K | $401.66 | 12.58K |
| Q2 2022 | share | Increase | +1.95% | 248 shares | -877K | $413.49 | 12.97K |
| Q1 2022 | share | Increase | +4.52% | 550 shares | -61K | $490.45 | 12.72K |
| Q4 2021 | share | Decrease | -0.11% | -13 shares | 442K | $517.09 | 12.17K |
| Q3 2021 | share | Increase | +5.18% | 600 shares | 171K | $480.88 | 12.18K |
| Q2 2021 | share | Increase | +2.60% | 294 shares | 313K | $489.69 | 11.58K |
| Q1 2021 | share | Increase | +7.93% | 830 shares | 983K | $473.49 | 11.29K |
| Q4 2020 | share | Increase | +5.94% | 587 shares | 1.04M | $416.91 | 10.46K |
| Q3 2020 | share | Increase | +10.37% | 928 shares | 443K | $335.23 | 9.87K |
| Q2 2020 | share | Decrease | -1.18% | -107 shares | 523K | $320.07 | 8.95K |
| Q1 2020 | share | Decrease | -1.18% | -108 shares | -1.05M | $258.41 | 9.05K |
| Q4 2019 | share | Increase | +2.09% | 188 shares | 276K | $367.22 | 9.16K |
| Q3 2019 | share | Increase | +23.74% | 1.72K shares | 591K | $343.48 | 8.97K |
| Q2 2019 | share | Decrease | -0.19% | -14 shares | 62K | $344.21 | 7.25K |
| Q1 2019 | share | Decrease | -22.17% | -2.07K shares | -316K | $334.01 | 7.26K |
| Q4 2018 | share | Increase | 0.00% | 9.33K shares | 2.82M | $291.94 | 9.33K |