Mascoma Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44
| Closed | -$2K | – | 638 |
|
|
2022
Q1 | $2K | Buy |
44
+11
| +33% | +$500 | ﹤0.01% | 559 |
|
|
2021
Q4 | $2K | Buy |
33
+8
| +32% | +$485 | ﹤0.01% | 500 |
|
|
2021
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 436 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 377 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 462 |
|