MWM
Mascoma Wealth Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71K | Buy |
200
+131
| +190% | +$5.05K | ﹤0.01% | 350 |
|
|
2025
Q1 | $2.46K | Buy |
+69
| New | +$2.46K | ﹤0.01% | 447 |
|
|
2024
Q3 | – | Sell |
-385
| Closed | -$13.4K | – | 470 |
|
|
2024
Q2 | $13.4K | Hold |
385
| – | – | ﹤0.01% | 305 |
|
|
2024
Q1 | $13.1K | Sell |
385
-296
| -43% | -$10.1K | ﹤0.01% | 293 |
|
|
2023
Q4 | $21.8K | Sell |
681
-399
| -37% | -$12.8K | 0.01% | 264 |
|
|
2023
Q3 | $31.7K | Sell |
1,080
-121
| -10% | -$3.56K | 0.01% | 226 |
|
|
2023
Q2 | $36.9K | Buy |
1,201
+176
| +17% | +$5.41K | 0.01% | 214 |
|
|
2023
Q1 | $30.4K | Sell |
1,025
-104
| -9% | -$3.09K | 0.01% | 290 |
|
|
2022
Q4 | $31.3K | Buy |
1,129
+479
| +74% | +$13.3K | 0.01% | 285 |
|
|
2022
Q3 | $17K | Buy |
650
+152
| +31% | +$3.98K | 0.01% | 340 |
|
|
2022
Q2 | $14K | Sell |
498
-1,351
| -73% | -$38K | ﹤0.01% | 381 |
|
|
2022
Q1 | $60K | Buy |
1,849
+531
| +40% | +$17.2K | 0.02% | 240 |
|
|
2021
Q4 | $45K | Buy |
1,318
+411
| +45% | +$14K | 0.02% | 234 |
|
|
2021
Q3 | $30K | Buy |
+907
| New | +$30K | 0.01% | 251 |
|
|
2021
Q2 | – | Sell |
-155
| Closed | -$5K | – | 198 |
|
|
2021
Q1 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 380 |
|