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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-877
Closed -$204K 242
2024
Q4
$204K Buy
+877
New +$204K 0.03% 210
2024
Q3
Sell
-936
Closed -$212K 200
2024
Q2
$212K Sell
936
-108
-10% -$24.4K 0.03% 172
2024
Q1
$217K Buy
+1,044
New +$217K 0.04% 166