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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,015	Closed	-$227K	–	159
2024 Q3	$227K	Buy	+6,015	New	+$227K	0.1%	130