MWM
Mascoma Wealth Management’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Hold |
91
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $4.15K | Hold |
91
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $3.78K | Hold |
91
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $4.14K | Hold |
91
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $3.53K | Hold |
91
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $3.6K | Hold |
91
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $3.74K | Hold |
91
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $3.46K | Hold |
91
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $3.65K | Sell |
91
-42
| -32% | -$1.69K | ﹤0.01% | 419 |
|
|
2023
Q1 | $5.84K | Hold |
133
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $5.33K | Sell |
133
-345
| -72% | -$13.8K | ﹤0.01% | 482 |
|
|
2022
Q3 | $18K | Hold |
478
| – | – | 0.01% | 336 |
|
|
2022
Q2 | $23K | Hold |
478
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $24K | Hold |
478
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $23K | Hold |
478
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $21K | Buy |
+478
| New | +$21K | 0.01% | 289 |
|
|
2021
Q2 | – | Sell |
-345
| Closed | -$15K | – | 231 |
|
|
2021
Q1 | $15K | Buy |
+345
| New | +$15K | 0.01% | 318 |
|
|
2019
Q3 | – | Sell |
-345
| Closed | -$14K | – | 179 |
|
|
2019
Q2 | $14K | Hold |
345
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $13K | Hold |
345
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $12K | Hold |
345
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $11K | Hold |
345
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $11K | Hold |
345
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $12K | Hold |
345
| – | – | 0.01% | 257 |
|
|
2017
Q4 | $12K | Buy |
+345
| New | +$12K | 0.01% | 252 |
|