Mascoma Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$285K Hold
2025
Q1
$217K Sell
2024
Q4
$252K Hold
2024
Q3
$239K Sell
2024
Q2
$215K Sell
2024
Q1
$225K Buy
2023
Q4
$205K Buy
2023
Q3
$168K Hold
2023
Q2
$184K Sell
2023
Q1
$190K Buy
2022
Q4
$141K Sell
2022
Q3
$130K Sell
2022
Q2
$193K Hold
2022
Q1
$239K Buy
2021
Q4
$215K Buy
2021
Q3
$213K Buy
2021
Q2
$233K Buy
2021
Q1
$214K Buy