MWM
Mascoma Wealth Management’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12K | Hold |
10
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $1.91K | Hold |
10
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $1.94K | Hold |
10
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $1.96K | Hold |
10
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $1.83K | Hold |
10
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $1.8K | Hold |
10
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $1.66K | Hold |
10
| – | – | ﹤0.01% | 444 |
|
|
2023
Q3 | $1.5K | Hold |
10
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $1.58K | Sell |
10
-34
| -77% | -$5.36K | ﹤0.01% | 451 |
|
|
2023
Q1 | $6.63K | Sell |
44
-75
| -63% | -$11.3K | ﹤0.01% | 449 |
|
|
2022
Q4 | $16.4K | Hold |
119
| – | – | 0.01% | 354 |
|
|
2022
Q3 | $15K | Hold |
119
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $16K | Hold |
119
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $19K | Buy |
119
+34
| +40% | +$5.43K | 0.01% | 372 |
|
|
2021
Q4 | $15K | Sell |
85
-77
| -48% | -$13.6K | 0.01% | 363 |
|
|
2021
Q3 | $27K | Buy |
+162
| New | +$27K | 0.01% | 259 |
|
|
2021
Q2 | – | Sell |
-160
| Closed | -$25K | – | 171 |
|
|
2021
Q1 | $25K | Buy |
+160
| New | +$25K | 0.01% | 272 |
|
|
2019
Q3 | $215K | Buy |
1,789
+228
| +15% | +$27.4K | 0.14% | 73 |
|
|
2019
Q2 | $187K | Buy |
1,561
+169
| +12% | +$20.2K | 0.12% | 80 |
|
|
2019
Q1 | $162K | Hold |
1,392
| – | – | 0.11% | 76 |
|
|
2018
Q4 | $143K | Buy |
1,392
+199
| +17% | +$20.4K | 0.11% | 77 |
|
|
2018
Q3 | $143K | Buy |
1,193
+297
| +33% | +$35.6K | 0.09% | 94 |
|
|
2018
Q2 | $103K | Buy |
896
+23
| +3% | +$2.64K | 0.07% | 109 |
|
|
2018
Q1 | $102K | Buy |
+873
| New | +$102K | 0.07% | 112 |
|