Mascoma Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.7K | Hold |
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|
2025
Q2 | $91.7K | Hold |
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|
2025
Q1 | $88.4K | Sell |
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|
2024
Q4 | $94.6K | Buy |
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|
2024
Q3 | $95.6K | Hold |
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|
2024
Q2 | $82.5K | Buy |
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|
2024
Q1 | $71.9K | Hold |
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|
2023
Q4 | $74.4K | Hold |
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|
2023
Q3 | $61.8K | Buy |
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|
2023
Q2 | $32.5K | Hold |
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|
2023
Q1 | $30.5K | Hold |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $34K | Buy |
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