Heritage Oak Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,852	Closed	-$2.6M	–	197
2024 Q3	$2.6M	Buy	+16,852	New	+$2.6M	1.2%	23