Mascoma Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.5K | Hold |
|
|||||
|
2025
Q2 | $33.6K | Hold |
|
|||||
|
2025
Q1 | $33.9K | Hold |
|
|||||
|
2024
Q4 | $32.6K | Hold |
|
|||||
|
2024
Q3 | $34.4K | Hold |
|
|||||
|
2024
Q2 | $31.8K | Hold |
|
|||||
|
2024
Q1 | $31.7K | Hold |
|
|||||
|
2023
Q4 | $29.9K | Hold |
|
|||||
|
2023
Q3 | $28.6K | Hold |
|
|||||
|
2023
Q2 | $31K | Hold |
|
|||||
|
2023
Q1 | $32.1K | Sell |
|
|||||
|
2022
Q4 | $44.7K | Hold |
|
|||||
|
2022
Q3 | $40K | Hold |
|
|||||
|
2022
Q2 | $43K | Hold |
|
|||||
|
2022
Q1 | $46K | Hold |
|
|||||
|
2021
Q4 | $46K | Hold |
|
|||||
|
2021
Q3 | $41K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $28K | Buy |
|