Milestone Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
1,005
-276
| -22% | -$37.2K | 0.04% | 87 |
|
|
2025
Q1 | $187K | Hold |
1,281
| – | – | 0.05% | 79 |
|
|
2024
Q4 | $176K | Hold |
1,281
| – | – | 0.05% | 83 |
|
|
2024
Q3 | $197K | Hold |
1,281
| – | – | 0.06% | 80 |
|
|
2024
Q2 | $187K | Hold |
1,281
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $189K | Hold |
1,281
| – | – | 0.05% | 75 |
|
|
2023
Q4 | $175K | Sell |
1,281
-300
| -19% | -$40.9K | 0.05% | 73 |
|
|
2023
Q3 | $204K | Sell |
1,581
-300
| -16% | -$38.6K | 0.06% | 103 |
|
|
2023
Q2 | $250K | Hold |
1,881
| – | – | 0.08% | 64 |
|
|
2023
Q1 | $244K | Hold |
1,881
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $256K | Buy |
+1,881
| New | +$256K | 0.09% | 58 |
|