MWM
Mascoma Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Hold |
518
| – | – | 0.03% | 109 |
|
|
2025
Q1 | $139K | Hold |
518
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $173K | Buy |
518
+51
| +11% | +$17.1K | 0.04% | 101 |
|
|
2024
Q3 | $128K | Hold |
467
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $120K | Hold |
467
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $141K | Hold |
467
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $123K | Hold |
467
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $94.7K | Hold |
467
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $98.8K | Hold |
467
| – | – | 0.03% | 140 |
|
|
2023
Q1 | $92.6K | Hold |
467
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $61.9K | Hold |
467
| – | – | 0.02% | 208 |
|
|
2022
Q3 | $67K | Hold |
467
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $77K | Sell |
467
-30
| -6% | -$4.95K | 0.03% | 199 |
|
|
2022
Q1 | $106K | Hold |
497
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $126K | Buy |
497
+30
| +6% | +$7.61K | 0.04% | 144 |
|
|
2021
Q3 | $127K | Buy |
+467
| New | +$127K | 0.05% | 133 |
|
|
2021
Q2 | – | Sell |
-467
| Closed | -$99K | – | 172 |
|
|
2021
Q1 | $99K | Buy |
+467
| New | +$99K | 0.04% | 157 |
|