MWM
Mascoma Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
114,689
+3,523
| +3% | +$151K | 1.14% | 19 |
|
|
2025
Q1 | $4.38M | Buy |
111,166
+7,214
| +7% | +$284K | 1.09% | 20 |
|
|
2024
Q4 | $3.99M | Sell |
103,952
-1,603
| -2% | -$61.5K | 1% | 18 |
|
|
2024
Q3 | $4.36M | Buy |
105,555
+1,942
| +2% | +$80.2K | 1.08% | 18 |
|
|
2024
Q2 | $3.9M | Buy |
103,613
+1,643
| +2% | +$61.9K | 1.04% | 18 |
|
|
2024
Q1 | $3.69M | Buy |
101,970
+4,052
| +4% | +$147K | 1.05% | 17 |
|
|
2023
Q4 | $3.47M | Sell |
97,918
-3,914
| -4% | -$139K | 1.04% | 17 |
|
|
2023
Q3 | $3.42M | Buy |
101,832
+4,911
| +5% | +$165K | 1.07% | 17 |
|
|
2023
Q2 | $3.38M | Buy |
96,921
+2,976
| +3% | +$104K | 1.04% | 19 |
|
|
2023
Q1 | $3.21M | Buy |
93,945
+17,080
| +22% | +$583K | 0.94% | 22 |
|
|
2022
Q4 | $2.53M | Sell |
76,865
-15,760
| -17% | -$519K | 0.8% | 24 |
|
|
2022
Q3 | $2.88M | Sell |
92,625
-2,101
| -2% | -$65.2K | 1% | 22 |
|
|
2022
Q2 | $3.29M | Sell |
94,726
-34,712
| -27% | -$1.21M | 1.13% | 20 |
|
|
2022
Q1 | $5M | Sell |
129,438
-8,519
| -6% | -$329K | 1.59% | 12 |
|
|
2021
Q4 | $5.72M | Sell |
137,957
-4,366
| -3% | -$181K | 1.98% | 11 |
|
|
2021
Q3 | $6.05M | Sell |
142,323
-8,895
| -6% | -$378K | 2.35% | 9 |
|
|
2021
Q2 | $6.88M | Buy |
151,218
+5,695
| +4% | +$259K | 2.94% | 8 |
|
|
2021
Q1 | $6.37M | Buy |
145,523
+35,170
| +32% | +$1.54M | 2.74% | 8 |
|
|
2020
Q4 | $4.65M | Buy |
+110,353
| New | +$4.65M | 2.33% | 13 |
|