Heritage Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-185	Closed	-$7.52K	–	651
2024 Q4	$7.52K	Buy	+185	New	+$7.52K	﹤0.01%	465
2019 Q4	–	Sell	-740	Closed	-$29K	–	727
2019 Q3	$29K	Buy	+740	New	+$29K	﹤0.01%	325