Heritage Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,967	Closed	-$605K	–	71
2024 Q2	$605K	Buy	+4,967	New	+$605K	0.88%	28