Milestone Advisory Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.75M | Buy |
82,871
+124
| +0.1% | +$4.11K | 2.29% | 15 |
|
|
2023
Q2 | $2.79M | Sell |
82,747
-27,161
| -25% | -$916K | 2.52% | 13 |
|
|
2023
Q1 | $3.53M | Sell |
109,908
-27,229
| -20% | -$875K | 3.26% | 11 |
|
|
2022
Q4 | $4.69M | Sell |
137,137
-2,672
| -2% | -$91.4K | 3.49% | 8 |
|
|
2022
Q3 | $4.25M | Sell |
139,809
-57,919
| -29% | -$1.76M | 3.18% | 9 |
|
|
2022
Q2 | $6.3M | Sell |
197,728
-41,502
| -17% | -$1.32M | 5.11% | 5 |
|
|
2022
Q1 | $9.17M | Sell |
239,230
-10,401
| -4% | -$399K | 4.94% | 4 |
|
|
2021
Q4 | $9.75M | Sell |
249,631
-11,664
| -4% | -$455K | 4.92% | 4 |
|
|
2021
Q3 | $9.81M | Sell |
261,295
-992
| -0.4% | -$37.2K | 5.76% | 3 |
|
|
2021
Q2 | $9.62M | Buy |
262,287
+53,127
| +25% | +$1.95M | 5.07% | 4 |
|
|
2021
Q1 | $7.12M | Buy |
209,160
+76,723
| +58% | +$2.61M | 3.81% | 6 |
|
|
2020
Q4 | $3.9M | Buy |
132,437
+50,757
| +62% | +$1.5M | 2.23% | 16 |
|
|
2020
Q3 | $1.97M | Buy |
+81,680
| New | +$1.97M | 1.22% | 20 |
|