Mascoma Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,840
| Closed | -$130K | – | 658 |
|
2023
Q1 | $130K | Hold |
3,840
| – | – | 0.04% | 145 |
|
2022
Q4 | $119K | Hold |
3,840
| – | – | 0.04% | 151 |
|
2022
Q3 | $112K | Hold |
3,840
| – | – | 0.04% | 154 |
|
2022
Q2 | $118K | Hold |
3,840
| – | – | 0.04% | 155 |
|
2022
Q1 | $142K | Buy |
+3,840
| New | +$142K | 0.05% | 151 |
|