Mascoma Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-315	Closed	-$15.2K	–	499
2024 Q4	$15.2K	Buy	+315	New	+$15.1K	﹤0.01%	304
2023 Q2	–	Sell	-229	Closed	-$8.99K	–	487
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%	-$3.12K	﹤0.01%	426
2021 Q3	$11K	Buy	+321	New	+$10.7K	﹤0.01%	336
2021 Q2	–	Sell	-321	Closed	-$10K	–	115
2021 Q1	$10K	Buy	+321	New	+$9.37K	﹤0.01%	344
2019 Q1	–	Sell	-60	Closed	-$3K	–	392
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	315
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	344
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	338
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	327
2017 Q4	$3K	Buy	+60	New	+$3.21K	﹤0.01%	322