MWM
Mascoma Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89K | Sell |
128
-195
| -60% | -$8.98K | ﹤0.01% | 371 |
|
|
2025
Q1 | $14.2K | Hold |
323
| – | – | ﹤0.01% | 295 |
|
|
2024
Q4 | $14K | Sell |
323
-180
| -36% | -$7.82K | ﹤0.01% | 312 |
|
|
2024
Q3 | $22.7K | Hold |
503
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $21.6K | Sell |
503
-7
| -1% | -$301 | 0.01% | 262 |
|
|
2024
Q1 | $21.8K | Sell |
510
-115
| -18% | -$4.92K | 0.01% | 256 |
|
|
2023
Q4 | $25.9K | Hold |
625
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $24.3K | Hold |
625
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $25.1K | Sell |
625
-369
| -37% | -$14.8K | 0.01% | 249 |
|
|
2023
Q1 | $39.8K | Sell |
994
-74
| -7% | -$2.96K | 0.01% | 260 |
|
|
2022
Q4 | $40.6K | Buy |
1,068
+367
| +52% | +$13.9K | 0.01% | 257 |
|
|
2022
Q3 | $26K | Buy |
701
+2
| +0.3% | +$74 | 0.01% | 306 |
|
|
2022
Q2 | $27K | Buy |
699
+1
| +0.1% | +$39 | 0.01% | 313 |
|
|
2022
Q1 | $30K | Hold |
698
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $32K | Buy |
698
+269
| +63% | +$12.3K | 0.01% | 267 |
|
|
2021
Q3 | $19K | Buy |
+429
| New | +$19K | 0.01% | 297 |
|
|
2021
Q2 | – | Sell |
-417
| Closed | -$18K | – | 118 |
|
|
2021
Q1 | $18K | Buy |
+417
| New | +$18K | 0.01% | 298 |
|
|
2019
Q3 | – | Sell |
-311
| Closed | -$12K | – | 90 |
|
|
2019
Q2 | $12K | Buy |
+311
| New | +$12K | 0.01% | 252 |
|