Heritage Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-355	Closed	-$48K	–	513
2022 Q2	$48K	Buy	+355	New	+$48K	0.03%	167