Heritage Oak Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Buy	+3,607	New	+$295K	0.11%	62
2025 Q1	–	Sell	-2,900	Closed	-$220K	–	91
2024 Q4	$220K	Sell	2,900 -27,899	-91%	-$2.11M	0.1%	67
2024 Q3	$2.49M	Buy	30,799 +27,484	+829%	+$2.22M	1.15%	25
2024 Q2	$226K	Buy	+3,315	New	+$226K	0.11%	86