Mascoma Wealth Management’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34K | Buy |
312
+175
| +128% | +$5.24K | ﹤0.01% | 331 |
|
|
2025
Q1 | $4.04K | Hold |
137
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $4.19K | Hold |
137
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $4.22K | Hold |
137
| – | – | ﹤0.01% | 399 |
|
|
2024
Q2 | $3.68K | Hold |
137
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $3.63K | Sell |
137
-1,192
| -90% | -$31.5K | ﹤0.01% | 405 |
|
|
2023
Q4 | $39K | Buy |
1,329
+1
| +0.1% | +$29 | 0.01% | 206 |
|
|
2023
Q3 | $31.4K | Buy |
1,328
+1
| +0.1% | +$24 | 0.01% | 227 |
|
|
2023
Q2 | $36K | Sell |
1,327
-173
| -12% | -$4.69K | 0.01% | 216 |
|
|
2023
Q1 | $37.2K | Buy |
1,500
+1
| +0.1% | +$25 | 0.01% | 266 |
|
|
2022
Q4 | $48K | Hold |
1,499
| – | – | 0.02% | 232 |
|
|
2022
Q3 | $40K | Buy |
1,499
+1
| +0.1% | +$27 | 0.01% | 251 |
|
|
2022
Q2 | $39K | Buy |
1,498
+1
| +0.1% | +$26 | 0.01% | 273 |
|
|
2022
Q1 | $43K | Buy |
1,497
+1
| +0.1% | +$29 | 0.01% | 281 |
|
|
2021
Q4 | $43K | Buy |
1,496
+1
| +0.1% | +$29 | 0.01% | 239 |
|
|
2021
Q3 | $42K | Buy |
+1,495
| New | +$42K | 0.02% | 221 |
|
|
2021
Q2 | – | Sell |
-1,493
| Closed | -$44K | – | 135 |
|
|
2021
Q1 | $44K | Buy |
+1,493
| New | +$44K | 0.02% | 220 |
|
|
2019
Q3 | – | Sell |
-4,732
| Closed | -$126K | – | 107 |
|
|
2019
Q2 | $126K | Buy |
4,732
+1
| +0% | +$27 | 0.08% | 103 |
|
|
2019
Q1 | $122K | Buy |
4,731
+1
| +0% | +$26 | 0.08% | 93 |
|
|
2018
Q4 | $106K | Buy |
4,730
+1
| +0% | +$22 | 0.08% | 97 |
|
|
2018
Q3 | $136K | Sell |
4,729
-171
| -3% | -$4.92K | 0.09% | 97 |
|
|
2018
Q2 | $148K | Buy |
4,900
+1
| +0% | +$30 | 0.1% | 85 |
|
|
2018
Q1 | $136K | Sell |
4,899
-1,618
| -25% | -$44.9K | 0.09% | 90 |
|
|
2017
Q4 | $179K | Buy |
6,517
+2
| +0% | +$55 | 0.11% | 74 |
|
|
2017
Q3 | $204K | Buy |
6,515
+1
| +0% | +$31 | 0.14% | 71 |
|
|
2017
Q2 | $201K | Buy |
6,514
+1,167
| +22% | +$36K | 0.14% | 73 |
|
|
2017
Q1 | $177K | Buy |
5,347
+4,597
| +613% | +$152K | 0.13% | 69 |
|
|
2016
Q4 | $24K | Buy |
+750
| New | +$24K | 0.02% | 194 |
|