MWM
Mascoma Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
2,249
-379
| -14% | -$32.1K | 0.04% | 92 |
|
|
2025
Q1 | $246K | Sell |
2,628
-518
| -16% | -$48.4K | 0.06% | 84 |
|
|
2024
Q4 | $269K | Buy |
3,146
+2,971
| +1,698% | +$254K | 0.07% | 80 |
|
|
2024
Q3 | $15.4K | Buy |
+175
| New | +$15.4K | ﹤0.01% | 286 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1K | – | 634 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 597 |
|