MWM
Mascoma Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-315
| Closed | -$15.2K | – | 499 |
|
|
2024
Q4 | $15.2K | Buy |
+315
| New | +$15.2K | ﹤0.01% | 304 |
|
|
2023
Q2 | – | Sell |
-229
| Closed | -$8.99K | – | 491 |
|
|
2023
Q1 | $8.99K | Hold |
229
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $8.72K | Hold |
229
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $8K | Hold |
229
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $8K | Hold |
229
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $9K | Hold |
229
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $7K | Sell |
229
-92
| -29% | -$2.81K | ﹤0.01% | 426 |
|
|
2021
Q3 | $11K | Buy |
+321
| New | +$11K | ﹤0.01% | 336 |
|
|
2021
Q2 | – | Sell |
-321
| Closed | -$10K | – | 115 |
|
|
2021
Q1 | $10K | Buy |
+321
| New | +$10K | ﹤0.01% | 344 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$3K | – | 392 |
|
|
2018
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 315 |
|
|
2018
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 338 |
|
|
2018
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 327 |
|
|
2017
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 322 |
|