Heritage Oak Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,104	Closed	-$277K	–	168
2024 Q3	$277K	Buy	+4,104	New	+$277K	0.13%	113