Milestone Asset Management’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,880	Closed	-$1.28M	–	247
2025 Q1	$1.28M	Buy	14,880 +9,955	+202%	+$856K	0.27%	77
2024 Q4	$414K	Buy	4,925 +1,731	+54%	+$146K	0.09%	174
2024 Q3	$308K	Buy	3,194 +419	+15%	+$40.4K	0.07%	176
2024 Q2	$245K	Buy	+2,775	New	+$245K	0.06%	177