Mascoma Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64K | Hold |
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|
2025
Q1 | $5.09K | Hold |
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|
2024
Q4 | $6K | Hold |
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|
2024
Q3 | $5.55K | Hold |
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|
2024
Q2 | $5.38K | Sell |
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|
2024
Q1 | $13.9K | Sell |
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|
2023
Q4 | $29.6K | Sell |
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|
2023
Q3 | $28.3K | Hold |
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|
2023
Q2 | $30.1K | Hold |
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|
2023
Q1 | $27.1K | Hold |
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|
2022
Q4 | $23.7K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $117K | Buy |
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