Mascoma Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$834	–	653
2022 Q4	$834	Hold	12	–	–	﹤0.01%	591
2022 Q3	$1K	Buy	+12	New	+$1K	﹤0.01%	575
2018 Q4	–	Sell	-8,943	Closed	-$535K	–	384
2018 Q3	$535K	Buy	+8,943	New	+$535K	0.35%	37