Heritage Oak Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.69M	Sell	6,689 -477	-7%	-$121K	0.65%	27
2025 Q1	$1.48M	Sell	7,166 -1,100	-13%	-$227K	0.65%	26
2024 Q4	$1.92M	Sell	8,266 -17,977	-69%	-$4.18M	0.9%	21
2024 Q3	$5.92M	Buy	26,243 +21,066	+407%	+$4.76M	2.73%	6
2024 Q2	$1.17M	Buy	+5,177	New	+$1.17M	0.59%	30