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

Heritage Oak Wealth Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.32M	Buy
2025 Q2	$1.69M	Sell
2025 Q1	$1.48M	Sell
2024 Q4	$1.92M	Sell
2024 Q3	$5.92M	Buy
2024 Q2	$1.17M	Buy