Revolve Wealth Partners’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Sell	495 -1	-0.2%	-$527	0.03%	184
2025 Q1	$252K	Buy	496 +39	+9%	+$19.8K	0.04%	180
2024 Q4	$228K	Sell	457 -6	-1%	-$2.99K	0.03%	200
2024 Q3	$239K	Buy	+463	New	+$239K	0.04%	176