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Milestone Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History

Milestone Wealth’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$736K Hold
6,196
– – 0.82% 21
2022
Q2 		$788K Hold
6,196
– – 0.83% 18
2022
Q1 		$1.08M Hold
6,196
– – 0.88% 18
2021
Q4 		$1.08M Buy
+6,196
New +$1.08M 0.86% 18