MWM
Mascoma Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07K | Sell |
116
-100
| -46% | -$2.65K | ﹤0.01% | 418 |
|
|
2025
Q1 | $7.54K | Hold |
216
| – | – | ﹤0.01% | 357 |
|
|
2024
Q4 | $8.67K | Buy |
216
+100
| +86% | +$4.01K | ﹤0.01% | 360 |
|
|
2024
Q3 | $6.34K | Hold |
116
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $6.15K | Hold |
116
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $6.72K | Hold |
116
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $6.36K | Hold |
116
| – | – | ﹤0.01% | 368 |
|
|
2023
Q3 | $5.98K | Hold |
116
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $6.38K | Sell |
116
-200
| -63% | -$11K | ﹤0.01% | 366 |
|
|
2023
Q1 | $17.2K | Sell |
316
-150
| -32% | -$8.16K | 0.01% | 354 |
|
|
2022
Q4 | $23.5K | Hold |
466
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $20K | Hold |
466
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $24K | Hold |
466
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $30K | Hold |
466
| – | – | 0.01% | 329 |
|
|
2021
Q4 | $26K | Buy |
466
+150
| +47% | +$8.37K | 0.01% | 291 |
|
|
2021
Q3 | $18K | Buy |
+316
| New | +$18K | 0.01% | 302 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$6K | – | 195 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 367 |
|
|
2019
Q3 | – | Sell |
-514
| Closed | -$25K | – | 145 |
|
|
2019
Q2 | $25K | Buy |
+514
| New | +$25K | 0.02% | 214 |
|