Milestone Asset Management Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Buy
6,743
+23
+0.3% +$3.1K 0.67% 42
2025
Q1
$981K Buy
6,720
+95
+1% +$13.9K 0.89% 38
2024
Q4
$911K Buy
+6,625
New +$911K 0.81% 38