Mascoma Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9K	Hold	200	–	–	﹤0.01%	304
2025 Q4	$12.1K	Hold	200	–	–	﹤0.01%	301
2025 Q3	$11.9K	Hold	200	–	–	﹤0.01%	311
2025 Q2	$11.2K	Hold	200	–	–	﹤0.01%	312
2025 Q1	$10.6K	Buy	+200	New	+$11.2K	﹤0.01%	321
2023 Q1	–	Sell	-459	Closed	-$20.7K	–	663
2022 Q4	$20.7K	Buy	459 +2	+0.4%	+$94	0.01%	326
2022 Q3	$20K	Sell	457 -130	-22%	-$6.18K	0.01%	326
2022 Q2	$26K	Sell	587 -373	-39%	-$17.7K	0.01%	322
2022 Q1	$50K	Buy	960 +890	+1,271%	+$49.7K	0.02%	258
2021 Q4	$4K	Buy	70 +10	+17%	+$554	﹤0.01%	471
2021 Q3	$3K	Buy	+60	New	+$3.05K	﹤0.01%	412
2021 Q2	–	Sell	-4,042	Closed	-$210K	–	295
2021 Q1	$210K	Buy	+4,042	New	+$197K	0.09%	102