Mascoma Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Mascoma Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$615K	Sell	4,632 -1,777	-28%	-$236K	0.14%	45
2025 Q1	$861K	Sell	6,409 -4,486	-41%	-$602K	0.21%	38
2024 Q4	$1.43M	Sell	10,895 -705	-6%	-$92.6K	0.36%	28
2024 Q3	$1.57M	Sell	11,600 -1,661	-13%	-$224K	0.39%	28
2024 Q2	$1.6M	Sell	13,261 -4,542	-26%	-$550K	0.43%	25
2024 Q1	$2.19M	Sell	17,803 -9,283	-34%	-$1.14M	0.62%	22
2023 Q4	$3.18M	Sell	27,086 -17,605	-39%	-$2.06M	0.95%	18
2023 Q3	$4.81M	Sell	44,691 -1,656	-4%	-$178K	1.5%	15
2023 Q2	$5.35M	Sell	46,347 -92,832	-67%	-$10.7M	1.64%	13
2023 Q1	$16.4M	Sell	139,179 -7,373	-5%	-$867K	4.79%	6
2022 Q4	$17.7M	Buy	146,552 +40,606	+38%	+$4.9M	5.61%	4
2022 Q3	$11.4M	Buy	105,946 +12,386	+13%	+$1.33M	3.93%	6
2022 Q2	$11M	Buy	93,560 +64,624	+223%	+$7.6M	3.76%	6
2022 Q1	$3.71M	Buy	28,936 +8,569	+42%	+$1.1M	1.18%	19
2021 Q4	$2.5M	Buy	20,367 +2,481	+14%	+$304K	0.86%	27
2021 Q3	$2.05M	Buy	17,886 +1,082	+6%	+$124K	0.8%	28
2021 Q2	$1.96M	Buy	16,804 +1,185	+8%	+$138K	0.84%	27
2021 Q1	$1.78M	Buy	15,619 +5,621	+56%	+$641K	0.77%	28
2020 Q4	$962K	Buy	+9,998	New	+$962K	0.48%	38
2019 Q3	$981K	Sell	9,623 -3,492	-27%	-$356K	0.62%	33
2019 Q2	$1.31M	Buy	13,115 +3,754	+40%	+$374K	0.82%	19
2019 Q1	$919K	Buy	9,361 +415	+5%	+$40.7K	0.62%	28
2018 Q4	$799K	Buy	8,946 +245	+3%	+$21.9K	0.61%	25
2018 Q3	$868K	Buy	8,701 +6,831	+365%	+$681K	0.57%	25
2018 Q2	$183K	Sell	1,870 -1,225	-40%	-$120K	0.13%	75
2018 Q1	$294K	Sell	3,095 -1,011	-25%	-$96K	0.19%	59
2017 Q4	$404K	Buy	4,106 +970	+31%	+$95.4K	0.25%	43
2017 Q3	$294K	Sell	3,136 -4,127	-57%	-$387K	0.2%	55
2017 Q2	$670K	Buy	7,263 +5,016	+223%	+$463K	0.45%	31
2017 Q1	$205K	Sell	2,247 -1,044	-32%	-$95.2K	0.15%	63
2016 Q4	$291K	Buy	+3,291	New	+$291K	0.21%	46