Mascoma Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Hold |
422
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $21K | Hold |
422
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $20.4K | Hold |
422
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $19.1K | Hold |
422
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $17.3K | Hold |
422
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $17.8K | Hold |
422
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $15.9K | Hold |
422
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $14K | Hold |
422
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $14.8K | Sell |
422
-945
| -69% | -$33.2K | ﹤0.01% | 293 |
|
|
2023
Q1 | $45.3K | Hold |
1,367
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $46.8K | Hold |
1,367
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $42K | Sell |
1,367
-86
| -6% | -$2.64K | 0.01% | 246 |
|
|
2022
Q2 | $46K | Buy |
1,453
+86
| +6% | +$2.72K | 0.02% | 248 |
|
|
2022
Q1 | $52K | Hold |
1,367
| – | – | 0.02% | 250 |
|
|
2021
Q4 | $53K | Hold |
1,367
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $51K | Buy |
+1,367
| New | +$51K | 0.02% | 207 |
|
|
2021
Q2 | – | Sell |
-1,790
| Closed | -$61K | – | 435 |
|
|
2021
Q1 | $61K | Buy |
+1,790
| New | +$61K | 0.03% | 191 |
|