MWM
Mascoma Wealth Management’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
107
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $10.3K | Hold |
107
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $10.6K | Hold |
107
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $8.42K | Hold |
107
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $7.6K | Hold |
107
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $6.54K | Hold |
107
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $5.86K | Hold |
107
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $5.66K | Hold |
107
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $5.65K | Sell |
107
-40
| -27% | -$2.11K | ﹤0.01% | 378 |
|
|
2023
Q1 | $7.24K | Hold |
147
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $8.12K | Hold |
147
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $8K | Hold |
147
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 460 |
|
|
2022
Q1 | $8K | Hold |
147
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 362 |
|