Milestone Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-32,023	Closed	-$2.53M	–	249
2025 Q1	$2.53M	Buy	+32,023	New	+$2.53M	0.54%	44
2024 Q3	–	Sell	-3,070	Closed	-$209K	–	230
2024 Q2	$209K	Buy	+3,070	New	+$209K	0.05%	188