Heartwood Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,818	Closed	-$506K	–	149
2023 Q2	$506K	Buy	+6,818	New	+$506K	0.07%	83
2020 Q1	–	Sell	-7,021	Closed	-$442K	–	84
2019 Q4	$442K	Buy	+7,021	New	+$442K	0.08%	54