MWM
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Mascoma Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Mascoma Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,500
Closed -$174K – 617
2022
Q1 		$174K Buy
3,500
+500
+17% +$25.4K 0.06% 130
2021
Q4 		$155K Buy
3,000
+2,000
+200% +$104K 0.05% 123
2021
Q3 		$52K Buy
+1,000
New +$52.4K 0.02% 201
2021
Q2 		– Sell
-1,000
Closed -$52K – 229
2021
Q1 		$52K Buy
+1,000
New +$52.6K 0.02% 202
2019
Q3 		– Sell
-2,000
Closed -$101K – 175
2019
Q2 		$101K Hold
2,000
– – 0.06% 114
2019
Q1 		$100K Buy
2,000
+1,500
+300% +$74.5K 0.07% 104
2018
Q4 		$25K Buy
+500
New +$24.6K 0.02% 196
2018
Q1 		– Sell
-590
Closed -$29K – 375
2017
Q4 		$29K Hold
590
– – 0.02% 181
2017
Q3 		$30K Buy
+590
New +$29.8K 0.02% 186

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WMR
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Osaic Holdings
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RCAG
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