Milestone Asset Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,923
-5,061
-72% -$549K 0.04% 195
2025
Q1
$674K Buy
6,984
+2,013
+40% +$194K 0.14% 112
2024
Q4
$481K Buy
+4,971
New +$481K 0.11% 161
2023
Q3
Sell
-3,498
Closed -$228K 90
2023
Q2
$228K Buy
+3,498
New +$228K 0.1% 55