Milestone Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $140K | Hold |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $187K | Hold |
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|
2024
Q4 | $176K | Hold |
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|
2024
Q3 | $197K | Hold |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $189K | Hold |
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|
2023
Q4 | $175K | Sell |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $256K | Buy |
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