Milestone Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
11,669
-27,553
| -70% | -$1.44M | 0.13% | 127 |
|
|
2025
Q1 | $1.95M | Buy |
39,222
+19,206
| +96% | +$957K | 0.42% | 52 |
|
|
2024
Q4 | $967K | Buy |
20,016
+12,968
| +184% | +$627K | 0.21% | 107 |
|
|
2024
Q3 | $319K | Buy |
7,048
+793
| +13% | +$35.9K | 0.07% | 171 |
|
|
2024
Q2 | $257K | Buy |
+6,255
| New | +$257K | 0.06% | 172 |
|
|
2023
Q3 | – | Sell |
-6,309
| Closed | -$213K | – | 91 |
|
|
2023
Q2 | $213K | Buy |
+6,309
| New | +$213K | 0.09% | 59 |
|