Milestone Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-120	Closed	-$9.74K	–	445
2023 Q2	$9.74K	Sell	120 -190	-61%	-$15.4K	﹤0.01%	108
2023 Q1	$25.7K	Hold	310	–	–	0.01%	251
2022 Q4	$27.1K	Buy	+310	New	+$27.1K	0.01%	94