Mascoma Wealth Management LLC Spdr S&P Bank ETF Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 200 shares of KBE stock, worth $10,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$10,126

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$51.28 - $59.92 $10,256 - $11,984	200 New	200 $10,000
Q4 2022 Jan 24, 2023	BUY	$43.77 - $49.99 $87 - $99	2 Added 0.44%	459 $0
Q3 2022 Oct 18, 2022	SELL	$43.11 - $52.32 $5,604 - $6,801	-130 Reduced 22.15%	457 $20,000
Q2 2022 Jul 14, 2022	SELL	$42.82 - $51.88 $15,971 - $19,351	-373 Reduced 38.85%	587 $26,000
Q1 2022 Apr 25, 2022	BUY	$51.35 - $60.41 $45,701 - $53,764	890 Added 1271.43%	960 $50,000
Q4 2021 Jan 21, 2022	BUY	$51.57 - $57.89 $515 - $578	10 Added 16.67%	70 $0
Q3 2021 Oct 06, 2021	BUY	$47.2 - $53.65 $2,832 - $3,219	60 New	60 $3,000
Q2 2021 Jul 06, 2021	SELL	$49.93 - $55.46 $201,817 - $224,169	-4,042 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$41.41 - $55.06 $167,379 - $222,552	4,042 New	4,042 $0

Others Institutions Holding KBE

# of Institutions

302

Shares Held

18.4M

Call Options Held

705K

Put Options Held

6.21M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
Sector ETFs
Industry ETFs

More about KBE

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Mascoma Wealth Management LLC Spdr S&P Bank ETF Transaction History