MWM
ARTY
Mascoma Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64K | Hold |
162
| – | – | ﹤0.01% | 362 |
|
|
2025
Q1 | $5.1K | Hold |
162
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $6.01K | Hold |
162
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $5.55K | Hold |
162
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $5.38K | Sell |
162
-243
| -60% | -$8.07K | ﹤0.01% | 404 |
|
|
2024
Q1 | $13.9K | Sell |
405
-453
| -53% | -$15.6K | ﹤0.01% | 283 |
|
|
2023
Q4 | $29.6K | Sell |
858
-69
| -7% | -$2.38K | 0.01% | 235 |
|
|
2023
Q3 | $28.3K | Hold |
927
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $30.1K | Hold |
927
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $27.1K | Hold |
927
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $23.7K | Hold |
927
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $22K | Hold |
927
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $25K | Sell |
927
-2,023
| -69% | -$54.6K | 0.01% | 327 |
|
|
2022
Q1 | $101K | Sell |
2,950
-172
| -6% | -$5.89K | 0.03% | 182 |
|
|
2021
Q4 | $129K | Buy |
3,122
+271
| +10% | +$11.2K | 0.04% | 140 |
|
|
2021
Q3 | $121K | Buy |
+2,851
| New | +$121K | 0.05% | 136 |
|
|
2021
Q2 | – | Sell |
-2,714
| Closed | -$117K | – | 444 |
|
|
2021
Q1 | $117K | Buy |
+2,714
| New | +$117K | 0.05% | 139 |
|