Milestone Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
9,500
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $473K | Hold |
9,500
| – | – | 0.13% | 60 |
|
|
2024
Q4 | $459K | Sell |
9,500
-201
| -2% | -$9.71K | 0.12% | 60 |
|
|
2024
Q3 | $440K | Hold |
9,701
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $399K | Sell |
9,701
-1,647
| -15% | -$67.7K | 0.11% | 61 |
|
|
2024
Q1 | $478K | Hold |
11,348
| – | – | 0.13% | 54 |
|
|
2023
Q4 | $427K | Hold |
11,348
| – | – | 0.12% | 57 |
|
|
2023
Q3 | $376K | Hold |
11,348
| – | – | 0.11% | 72 |
|
|
2023
Q2 | $383K | Sell |
11,348
-754
| -6% | -$25.4K | 0.12% | 54 |
|
|
2023
Q1 | $389K | Sell |
12,102
-193,745
| -94% | -$6.23M | 0.12% | 70 |
|
|
2022
Q4 | $7.04M | Buy |
+205,847
| New | +$7.04M | 2.47% | 13 |
|