Heritage Wealth Management (Arizona)’s Technology Select Sector SPDR Fund XLK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$655K	Sell
2024 Q1	$624K	Sell
2023 Q4	$609K	Buy
2022 Q4	$957K	Buy
2022 Q3	$473K	Buy
2022 Q2	$506K	Sell
2022 Q1	$691K	Buy
2021 Q3	$648K	Sell
2021 Q2	$664K	Buy