MWM
Mascoma Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2025
Q1 | $10.6K | Buy |
+200
| New | +$10.6K | ﹤0.01% | 321 |
|
|
2023
Q1 | – | Sell |
-459
| Closed | -$20.7K | – | 663 |
|
|
2022
Q4 | $20.7K | Buy |
459
+2
| +0.4% | +$90 | 0.01% | 326 |
|
|
2022
Q3 | $20K | Sell |
457
-130
| -22% | -$5.69K | 0.01% | 326 |
|
|
2022
Q2 | $26K | Sell |
587
-373
| -39% | -$16.5K | 0.01% | 322 |
|
|
2022
Q1 | $50K | Buy |
960
+890
| +1,271% | +$46.4K | 0.02% | 258 |
|
|
2021
Q4 | $4K | Buy |
70
+10
| +17% | +$571 | ﹤0.01% | 471 |
|
|
2021
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 412 |
|
|
2021
Q2 | – | Sell |
-4,042
| Closed | -$210K | – | 295 |
|
|
2021
Q1 | $210K | Buy |
+4,042
| New | +$210K | 0.09% | 102 |
|