MWM
Mascoma Wealth Management’s Janus Henderson Small Cap Growth Alpha ETF JSML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-160
| Closed | -$9.1K | – | 509 |
|
|
2023
Q2 | $9.1K | Hold |
160
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $7.72K | Hold |
160
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $7.29K | Hold |
160
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $10K | Sell |
160
-114
| -42% | -$7.13K | ﹤0.01% | 403 |
|
|
2021
Q3 | $18K | Buy |
+274
| New | +$18K | 0.01% | 303 |
|
|
2021
Q2 | – | Sell |
-274
| Closed | -$19K | – | 294 |
|
|
2021
Q1 | $19K | Buy |
+274
| New | +$19K | 0.01% | 297 |
|
|
2019
Q3 | $1.99M | Buy |
+47,311
| New | +$1.99M | 1.25% | 19 |
|