Heritage Oak Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,348	Closed	-$1.85M	–	158
2024 Q3	$1.85M	Buy	+10,348	New	+$1.85M	0.85%	32