MWM
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Mascoma Wealth Management’s IDEX IEX Stock Holding History

Mascoma Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-218
Closed -$45.6K – 516
2024
Q4 		$45.6K Hold
218
– – 0.01% 207
2024
Q3 		$46.8K Sell
218
-35
-14% -$7.51K 0.01% 198
2024
Q2 		$50.9K Buy
+253
New +$50.9K 0.01% 189