Milestone Advisory Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$2.81M	Sell	47,701 -5,566	-10%	-$328K	2.34%	14
2023 Q2	$3.49M	Buy	53,267 +312	+0.6%	+$20.4K	3.16%	8
2023 Q1	$3.58M	Sell	52,955 -24,170	-31%	-$1.64M	3.31%	10
2022 Q4	$5.44M	Sell	77,125 -8,104	-10%	-$571K	4.05%	6
2022 Q3	$5.58M	Buy	+85,229	New	+$5.58M	4.19%	6