MWM
Mascoma Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77K | Hold |
72
| – | – | ﹤0.01% | 324 |
|
|
2025
Q1 | $9.77K | Hold |
72
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $9.51K | Hold |
72
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $10.2K | Hold |
72
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $9.16K | Hold |
72
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $9.45K | Hold |
72
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $8.28K | Hold |
72
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $8.94K | Hold |
72
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $9.01K | Buy |
+72
| New | +$9.01K | ﹤0.01% | 420 |
|