Heritage Wealth Management (Arizona)’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$18.7K	Buy	172 +86	+100%	+$9.35K	﹤0.01%	675
2022 Q3	$9K	Hold	86	–	–	﹤0.01%	681
2022 Q2	$9.54K	Hold	86	–	–	﹤0.01%	670
2022 Q1	$13K	Buy	+86	New	+$13K	﹤0.01%	680