Heritage Wealth Management (Ohio)’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Sell	1,950 -99	-5%	-$13.3K	0.09%	198
2025 Q1	$299K	Hold	2,049	–	–	0.1%	186
2024 Q4	$282K	Hold	2,049	–	–	0.09%	190
2024 Q3	$316K	Hold	2,049	–	–	0.1%	178
2024 Q2	$296K	Buy	+2,049	New	+$296K	0.1%	179