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Heritage Trust’s Financial Select Sector SPDR Fund XLF Stock Holding History

Heritage Trust’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-189
Closed -$4K – 356
2017
Q1 		$4K Buy
+189
New +$4K ﹤0.01% 289