Mascoma Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Hold |
415
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $33.9K | Hold |
415
| – | – | 0.01% | 218 |
|
|
2024
Q4 | $32.6K | Hold |
415
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $34.4K | Hold |
415
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $31.8K | Hold |
415
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $31.7K | Hold |
415
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $29.9K | Hold |
415
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $28.6K | Hold |
415
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $31K | Hold |
415
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $32.1K | Sell |
415
-185
| -31% | -$14.3K | 0.01% | 280 |
|
|
2022
Q4 | $44.7K | Hold |
600
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $40K | Hold |
600
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $43K | Hold |
600
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $46K | Hold |
600
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $46K | Hold |
600
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $41K | Buy |
+600
| New | +$41K | 0.02% | 228 |
|
|
2021
Q2 | – | Sell |
-415
| Closed | -$28K | – | 437 |
|
|
2021
Q1 | $28K | Buy |
+415
| New | +$28K | 0.01% | 265 |
|