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Mascoma Wealth Management’s Blackrock BLK Stock Holding History

Mascoma Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$92.3K Hold
88
– – 0.02% 141
2025
Q1 		$83.3K Sell
88
-39
-31% -$36.9K 0.02% 148
2024
Q4 		$130K Buy
127
+11
+9% +$11.3K 0.03% 118
2024
Q3 		$110K Hold
116
– – 0.03% 134
2024
Q2 		$91.3K Buy
116
+39
+51% +$30.7K 0.02% 146
2024
Q1 		$64.2K Hold
77
– – 0.02% 164
2023
Q4 		$62.5K Hold
77
– – 0.02% 172
2023
Q3 		$49.8K Buy
77
+7
+10% +$4.53K 0.02% 196
2023
Q2 		$48.8K Sell
70
-70
-50% -$48.8K 0.02% 195
2023
Q1 		$93.9K Sell
140
-10
-7% -$6.71K 0.03% 169
2022
Q4 		$106K Buy
150
+1
+0.7% +$706 0.03% 157
2022
Q3 		$82K Hold
149
– – 0.03% 180
2022
Q2 		$91K Buy
149
+1
+0.7% +$611 0.03% 177
2022
Q1 		$113K Buy
148
+26
+21% +$19.9K 0.04% 169
2021
Q4 		$112K Hold
122
– – 0.04% 154
2021
Q3 		$102K Buy
+122
New +$102K 0.04% 153
2021
Q2 		– Sell
-85
Closed -$64K – 141
2021
Q1 		$64K Buy
+85
New +$64K 0.03% 183
2019
Q3 		– Sell
-48
Closed -$23K – 110
2019
Q2 		$23K Hold
48
– – 0.01% 219
2019
Q1 		$21K Sell
48
-77
-62% -$33.7K 0.01% 216
2018
Q4 		$49K Hold
125
– – 0.04% 142
2018
Q3 		$59K Hold
125
– – 0.04% 152
2018
Q2 		$62K Hold
125
– – 0.04% 140
2018
Q1 		$68K Hold
125
– – 0.04% 129
2017
Q4 		$69K Buy
125
+80
+178% +$44.2K 0.04% 128
2017
Q3 		$20K Hold
45
– – 0.01% 228
2017
Q2 		$19K Hold
45
– – 0.01% 241
2017
Q1 		$17K Hold
45
– – 0.01% 227
2016
Q4 		$17K Buy
+45
New +$17K 0.01% 231