Heritage Oak Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,844	Closed	-$770K	–	198
2024 Q3	$770K	Buy	+3,844	New	+$770K	0.35%	48