Heritage Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$699K	Buy
2024 Q4	$712K	Buy
2024 Q3	$669K	Buy
2024 Q2	$530K	Buy
2024 Q1	$344K	Hold
2023 Q4	$344K	Sell
2023 Q3	$295K	Buy
2023 Q2	$307K	Buy
2023 Q1	–	Sell
2022 Q4	$270K	Buy