Milestone Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Hold |
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|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $7.04M | Buy |
|