Heritage Oak Wealth Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,535	Closed	-$791K	–	196
2024 Q3	$791K	Buy	+9,535	New	+$791K	0.36%	47