Milestone Advisory Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $3.53M | Sell |
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|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $6.3M | Sell |
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|
2022
Q1 | $9.17M | Sell |
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|
2021
Q4 | $9.75M | Sell |
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|
2021
Q3 | $9.81M | Sell |
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|
2021
Q2 | $9.62M | Buy |
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|
2021
Q1 | $7.12M | Buy |
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|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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