Milestone Investment Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Sell |
22,542
-1,445
| -6% | -$366K | 1.49% | 23 |
|
|
2025
Q1 | $4.95M | Sell |
23,987
-505
| -2% | -$104K | 1.37% | 25 |
|
|
2024
Q4 | $5.69M | Sell |
24,492
-161
| -0.7% | -$37.4K | 1.55% | 20 |
|
|
2024
Q3 | $5.57M | Sell |
24,653
-2,226
| -8% | -$503K | 1.56% | 18 |
|
|
2024
Q2 | $6.08M | Sell |
26,879
-709
| -3% | -$160K | 1.62% | 20 |
|
|
2024
Q1 | $5.75M | Sell |
27,588
-2,529
| -8% | -$527K | 1.55% | 19 |
|
|
2023
Q4 | $5.8M | Sell |
30,117
-5,011
| -14% | -$965K | 1.68% | 18 |
|
|
2023
Q3 | $5.76M | Sell |
35,128
-1,328
| -4% | -$218K | 1.64% | 18 |
|
|
2023
Q2 | $6.34M | Buy |
36,456
+141
| +0.4% | +$24.5K | 1.96% | 16 |
|
|
2023
Q1 | $5.48M | Sell |
36,315
-334
| -0.9% | -$50.4K | 1.69% | 17 |
|
|
2022
Q4 | $4.56M | Buy |
+36,649
| New | +$4.56M | 1.6% | 19 |
|