MERIDIAN WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$523,000
portfolio value
MERIDIAN WEALTH ADVISORS, 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 | Increase | +0.03% | 6 shares | -18K | $30.36 | 17.21K |
| Q2 2022 | share | Decrease | -1.39% | -243 shares | -128K | $31.45 | 17.20K |
| Q1 2022 | share | Increase | +7.95% | 1.28K shares | 38K | $38.32 | 17.45K |
| Q4 2021 | share | Increase | +0.97% | 156 shares | 30K | $39.12 | 16.16K |
| Q3 2021 | share | Increase | +1.46% | 231 shares | 22K | $37.53 | 16.00K |
| Q2 2021 | share | Increase | +14.68% | 2.02K shares | 111K | $36.53 | 15.77K |
| Q1 2021 | share | Increase | +0.04% | 6 shares | 63K | $33.77 | 13.75K |
| Q4 2020 | share | Decrease | -2.57% | -363 shares | 65K | $29.11 | 13.75K |
| Q3 2020 | share | Increase | +23.73% | 2.70K shares | 76K | $23.64 | 14.11K |
| Q2 2020 | share | Decrease | -34.19% | -5.92K shares | -97K | $22.6 | 11.40K |
| Q1 2020 | share | Increase | +27.41% | 3.72K shares | -58K | $20.2 | 17.33K |
| Q4 2019 | share | 0.00% | 0 shares | 38K | $29.6 | 13.60K | |
| Q3 2019 | share | Increase | +10.12% | 1.25K shares | 40K | $26.79 | 13.60K |
| Q2 2019 | share | 0.00% | 0 shares | 23K | $26.27 | 12.35K | |
| Q1 2019 | share | Decrease | -3.89% | -500 shares | 12K | $24.35 | 12.35K |
| Q4 2018 | share | Increase | 0.00% | 12.85K shares | 306K | $22.45 | 12.85K |