A detailed history of Meridian Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 4,605 shares of XLV stock, worth $705,209. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,605
Previous 4,575 0.66%
Holding current value
$705,209
Previous $675,000 0.59%
% of portfolio
0.13%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$138.43 - $147.09 $4,152 - $4,412
30 Added 0.66%
4,605 $671,000
Q3 2023

Nov 13, 2023

SELL
$128.74 - $136.24 $34,759 - $36,784
-270 Reduced 5.57%
4,575 $588,000
Q1 2022

May 12, 2022

SELL
$126.55 - $139.44 $42,394 - $46,712
-335 Reduced 6.47%
4,845 $664,000
Q4 2021

Feb 02, 2022

SELL
$125.34 - $141.49 $4,386 - $4,952
-35 Reduced 0.67%
5,180 $730,000
Q3 2021

Nov 12, 2021

SELL
$127.07 - $136.85 $11,436 - $12,316
-90 Reduced 1.7%
5,215 $664,000
Q2 2021

Aug 10, 2021

BUY
$116.39 - $126.03 $13,966 - $15,123
120 Added 2.31%
5,305 $668,000
Q4 2020

May 07, 2021

BUY
$101.66 - $113.44 $436,528 - $487,111
4,294 Added 481.93%
5,185 $588,000
Q4 2020

Feb 16, 2021

SELL
$101.66 - $113.44 $436,528 - $487,111
-4,294 Reduced 82.82%
891 $91,000
Q4 2018

Feb 14, 2019

BUY
N/A
5,185 New
5,185 $449,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.