Mascoma Wealth Management LLC Financial Sector Spdr Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 422 shares of XLF stock, worth $20,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
422
Previous 422 -0.0%
Holding current value
$20,395
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$31.55 - $33.71 $29,814 - $31,855
-945 Reduced 69.13%
422 $14,000
Q3 2022

Oct 18, 2022
SELL
$30.36 - $35.81 $2,610 - $3,079
-86 Reduced 5.92%
1,367 $42,000
Q2 2022

Jul 14, 2022
BUY
$30.84 - $38.22 $2,652 - $3,286
86 Added 6.29%
1,453 $46,000
Q3 2021

Oct 06, 2021
BUY
$35.11 - $39.0 $47,995 - $53,313
1,367 New
1,367 $51,000
Q2 2021

Jul 06, 2021
SELL
$34.47 - $38.47 $61,701 - $68,861
-1,790 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$28.95 - $34.77 $51,820 - $62,238
1,790 New
1,790 $0

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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