MWM
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Mascoma Wealth Management’s H&R Block HRB Stock Holding History

Mascoma Wealth Management’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$9K – 426
2017
Q1 		$9K Hold
400
– – 0.01% 268
2016
Q4 		$9K Buy
+400
New +$9.15K 0.01% 271

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State Street
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Bank of New York Mellon
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First Eagle Investment Management
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AQR Capital Management
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JAM
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Norges Bank
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Artisan Partners
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