MWM
Mascoma Wealth Management’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$10K | – | 498 |
|
|
2024
Q4 | $10K | Buy |
+52
| New | +$10K | ﹤0.01% | 347 |
|
|
2018
Q2 | – | Sell |
-53
| Closed | -$5K | – | 392 |
|
|
2018
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 297 |
|
|
2017
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 322 |
|
|
2017
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 304 |
|
|
2016
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 307 |
|