Revolve Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,942	Closed	-$225K	–	202
2024 Q2	$225K	Sell	4,942 -282	-5%	-$13.1K	0.04%	162
2024 Q1	$247K	Buy	5,224 +166	+3%	+$7.13K	0.04%	154
2023 Q4	$212K	Buy	5,058 +4	+0.1%	+$171	0.04%	152
2023 Q3	$228K	Sell	5,054 -68	-1%	-$2.98K	0.05%	134
2023 Q2	$208K	Buy	5,122 +6	+0.1%	+$244	0.05%	139
2023 Q1	$212K	Sell	5,116 -182	-3%	-$7.78K	0.05%	135
2022 Q4	$232K	Buy	+5,298	New	+$231K	0.07%	128
2022 Q3	–	Sell	-6,028	Closed	-$216K	–	142
2022 Q2	$216K	Sell	6,028 -760	-11%	-$30.5K	0.07%	125
2022 Q1	$259K	Buy	+6,788	New	+$235K	0.07%	113