Mascoma Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $884K | Buy |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $195K | Buy |
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|
2023
Q2 | $198K | Sell |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $878K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $568K | Buy |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $434K | Buy |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $413K | Hold |
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|
2017
Q3 | $377K | Hold |
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|
2017
Q2 | $363K | Hold |
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|
2017
Q1 | $354K | Hold |
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|
2016
Q4 | $335K | Buy |
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