MWM
Mascoma Wealth Management’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.6K | Hold |
466
| – | – | 0.01% | 248 |
|
2025
Q1 | $23.6K | Hold |
466
| – | – | 0.01% | 252 |
|
2024
Q4 | $23.4K | Hold |
466
| – | – | 0.01% | 262 |
|
2024
Q3 | $23.6K | Sell |
466
-1,000
| -68% | -$50.6K | 0.01% | 250 |
|
2024
Q2 | $73.8K | Sell |
1,466
-200
| -12% | -$10.1K | 0.02% | 157 |
|
2024
Q1 | $83.9K | Sell |
1,666
-1,714
| -51% | -$86.3K | 0.02% | 139 |
|
2023
Q4 | $169K | Sell |
3,380
-11,856
| -78% | -$593K | 0.05% | 107 |
|
2023
Q3 | $761K | Sell |
15,236
-4,558
| -23% | -$228K | 0.24% | 47 |
|
2023
Q2 | $987K | Sell |
19,794
-7,880
| -28% | -$393K | 0.3% | 41 |
|
2023
Q1 | $1.38M | Sell |
27,674
-1,738
| -6% | -$86.8K | 0.4% | 38 |
|
2022
Q4 | $1.46M | Buy |
29,412
+21,862
| +290% | +$1.08M | 0.46% | 39 |
|
2022
Q3 | $375K | Sell |
7,550
-2,300
| -23% | -$114K | 0.13% | 81 |
|
2022
Q2 | $491K | Sell |
9,850
-2,200
| -18% | -$110K | 0.17% | 70 |
|
2022
Q1 | $605K | Sell |
12,050
-2,545
| -17% | -$128K | 0.19% | 67 |
|
2021
Q4 | $737K | Buy |
14,595
+3,330
| +30% | +$168K | 0.25% | 54 |
|
2021
Q3 | $571K | Buy |
11,265
+2,400
| +27% | +$122K | 0.22% | 55 |
|
2021
Q2 | $450K | Sell |
8,865
-8,500
| -49% | -$431K | 0.19% | 65 |
|
2021
Q1 | $882K | Buy |
+17,365
| New | +$882K | 0.38% | 44 |
|