Mascoma Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.4K | Hold |
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|
2025
Q2 | $27K | Hold |
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|
2025
Q1 | $26.9K | Sell |
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|
2024
Q4 | $82.7K | Hold |
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|
2024
Q3 | $78.7K | Hold |
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|
2024
Q2 | $72.1K | Buy |
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|
2024
Q1 | $22.7K | Hold |
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|
2023
Q4 | $22.8K | Hold |
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|
2023
Q3 | $19.9K | Hold |
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|
2023
Q2 | $19.6K | Hold |
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|
2023
Q1 | $16.1K | Hold |
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|
2022
Q4 | $14.9K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $17K | Buy |
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