Heritage Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Heritage Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$209K	Sell
2024 Q4	$250K	Sell
2024 Q3	$1.05M	Buy
2023 Q4	–	Sell
2023 Q3	$245K	Sell
2023 Q2	$325K	Buy