Heritage Oak Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,290	Closed	-$510K	–	82
2025 Q1	$510K	Buy	+5,290	New	+$510K	0.22%	43