Milestone Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$602K	Sell	2,771 -1,118	-29%	-$243K	0.13%	129
2025 Q1	$768K	Sell	3,889 -427	-10%	-$84.3K	0.16%	108
2024 Q4	$969K	Buy	4,316 +2,774	+180%	+$622K	0.21%	106
2024 Q3	$309K	Buy	1,542 +227	+17%	+$45.5K	0.07%	174
2024 Q2	$240K	Buy	+1,315	New	+$240K	0.06%	178