Heritage Oak Wealth Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,000	Closed	-$210K	–	169
2024 Q3	$210K	Buy	+3,000	New	+$210K	0.1%	141