Mascoma Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98K | Hold |
96
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $4.02K | Hold |
96
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $3.9K | Hold |
96
| – | – | ﹤0.01% | 425 |
|
|
2024
Q3 | $4.29K | Hold |
96
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $3.69K | Hold |
96
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $3.8K | Hold |
96
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $3.85K | Hold |
96
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $3.27K | Hold |
96
| – | – | ﹤0.01% | 434 |
|
|
2023
Q2 | $3.59K | Sell |
96
-364
| -79% | -$13.6K | ﹤0.01% | 420 |
|
|
2023
Q1 | $17.4K | Hold |
460
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $17K | Hold |
460
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $17K | Sell |
460
-9
| -2% | -$333 | 0.01% | 347 |
|
|
2022
Q2 | $19K | Buy |
469
+9
| +2% | +$365 | 0.01% | 349 |
|
|
2022
Q1 | $22K | Hold |
460
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $24K | Hold |
460
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $20K | Buy |
+460
| New | +$20K | 0.01% | 296 |
|
|
2021
Q2 | – | Sell |
-460
| Closed | -$18K | – | 438 |
|
|
2021
Q1 | $18K | Buy |
+460
| New | +$18K | 0.01% | 305 |
|