Mascoma Wealth Management’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-360
| Closed | -$8K | – | 644 |
|
2022
Q3 | $8K | Hold |
360
| – | – | ﹤0.01% | 432 |
|
2022
Q2 | $9K | Hold |
360
| – | – | ﹤0.01% | 434 |
|
2022
Q1 | $10K | Hold |
360
| – | – | ﹤0.01% | 438 |
|
2021
Q4 | $10K | Hold |
360
| – | – | ﹤0.01% | 401 |
|
2021
Q3 | $11K | Buy |
+360
| New | +$11K | ﹤0.01% | 339 |
|
2021
Q2 | – | Sell |
-360
| Closed | -$11K | – | 253 |
|
2021
Q1 | $11K | Buy |
+360
| New | +$11K | ﹤0.01% | 342 |
|
2019
Q3 | – | Sell |
-430
| Closed | -$11K | – | 198 |
|
2019
Q2 | $11K | Hold |
430
| – | – | 0.01% | 260 |
|
2019
Q1 | $12K | Buy |
430
+70
| +19% | +$1.95K | 0.01% | 253 |
|
2018
Q4 | $10K | Sell |
360
-200
| -36% | -$5.56K | 0.01% | 256 |
|
2018
Q3 | $17K | Sell |
560
-600
| -52% | -$18.2K | 0.01% | 247 |
|
2018
Q2 | $34K | Buy |
1,160
+600
| +107% | +$17.6K | 0.02% | 178 |
|
2018
Q1 | $19K | Hold |
560
| – | – | 0.01% | 222 |
|
2017
Q4 | $20K | Sell |
560
-240
| -30% | -$8.57K | 0.01% | 214 |
|
2017
Q3 | $24K | Sell |
800
-2,950
| -79% | -$88.5K | 0.02% | 209 |
|
2017
Q2 | $103K | Buy |
+3,750
| New | +$103K | 0.07% | 113 |
|