Mascoma Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $12.9K | Sell |
200
-67
| -25% | -$4.33K | ﹤0.01% | 322 |
|
|
2024
Q3 | $22.4K | Hold |
267
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $19.4K | Hold |
267
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $25.8K | Hold |
267
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $25.8K | Hold |
267
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $21.1K | Hold |
267
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $22.6K | Hold |
267
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $22.6K | Hold |
267
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $19.2K | Buy |
267
+67
| +34% | +$4.83K | 0.01% | 337 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $16K | Hold |
200
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $20K | Hold |
200
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $19K | Buy |
+200
| New | +$19K | 0.01% | 298 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$19K | – | 133 |
|
|
2021
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 294 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$9K | – | 103 |
|
|
2019
Q2 | $9K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 265 |
|