Heritage Oak Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,708	Closed	-$357K	–	192
2024 Q3	$357K	Buy	+3,708	New	+$357K	0.16%	93