Milestone Asset Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
3,645
+1,742
| +92% | +$441K | 0.2% | 98 |
|
|
2025
Q1 | $393K | Sell |
1,903
-1,238
| -39% | -$256K | 0.08% | 164 |
|
|
2024
Q4 | $731K | Buy |
3,141
+92
| +3% | +$21.4K | 0.16% | 130 |
|
|
2024
Q3 | $688K | Buy |
+3,049
| New | +$688K | 0.15% | 116 |
|
|
2023
Q3 | – | Sell |
-1,263
| Closed | -$220K | – | 92 |
|
|
2023
Q2 | $220K | Sell |
1,263
-15,426
| -92% | -$2.68M | 0.1% | 57 |
|
|
2023
Q1 | $2.52M | Buy |
+16,689
| New | +$2.52M | 1.44% | 19 |
|