Heritage Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,311	Closed	-$127K	–	650
2024 Q4	$127K	Hold	1,311	–	–	0.01%	236
2024 Q3	$119K	Buy	+1,311	New	+$119K	0.01%	252