Mascoma Wealth Management’s SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.9K Sell
2025
Q1
$27.2K Sell
2024
Q4
$50.2K Hold
2024
Q3
$54.5K Hold
2024
Q2
$50K Sell
2024
Q1
$65.3K Sell
2023
Q4
$83.6K Sell
2023
Q3
$145K Sell
2023
Q2
$170K Sell
2023
Q1
$659K Buy
2022
Q4
$643K Buy
2022
Q3
$620K Buy
2022
Q2
$552K Sell
2022
Q1
$1.12M Buy
2021
Q4
$762K Buy
2021
Q3
$547K Buy
2021
Q2
$605K Sell
2021
Q1
$814K Buy