MWM
Mascoma Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Hold |
424
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $21.7K | Hold |
424
| – | – | 0.01% | 255 |
|
|
2024
Q4 | $21K | Hold |
424
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $21.7K | Buy |
424
+24
| +6% | +$1.23K | 0.01% | 256 |
|
|
2024
Q2 | $19K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $19K | Hold |
400
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $17.9K | Hold |
400
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $17K | Hold |
400
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $18.3K | Hold |
400
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $18.7K | Hold |
400
| – | – | 0.01% | 347 |
|
|
2022
Q4 | $17.9K | Buy |
400
+150
| +60% | +$6.72K | 0.01% | 344 |
|
|
2022
Q3 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 396 |
|