MAM
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Milestone Asset Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Milestone Asset Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,833
Closed -$209K – 175
2023
Q4 		$209K Buy
+1,833
New +$209K 0.07% 83