Heritage Wealth Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,185	Closed	-$288K	–	45
2023 Q3	$288K	Sell	4,185 -1,576	-27%	-$108K	0.61%	29
2023 Q2	$427K	Buy	+5,761	New	+$427K	0.25%	51