MWM
Mascoma Wealth Management’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881 | Hold |
21
| – | – | ﹤0.01% | 451 |
|
|
2025
Q1 | $659 | Hold |
21
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $727 | Hold |
21
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $483 | Hold |
21
| – | – | ﹤0.01% | 447 |
|
|
2024
Q2 | $553 | Sell |
21
-189
| -90% | -$4.98K | ﹤0.01% | 480 |
|
|
2024
Q1 | $4.57K | Hold |
210
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $4.36K | Hold |
210
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $3.17K | Hold |
210
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $3.1K | Sell |
210
-160
| -43% | -$2.36K | ﹤0.01% | 430 |
|
|
2023
Q1 | $5.35K | Hold |
370
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $4.11K | Sell |
370
-30
| -8% | -$334 | ﹤0.01% | 509 |
|
|
2022
Q3 | $3K | Hold |
400
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $4K | Sell |
400
-65
| -14% | -$650 | ﹤0.01% | 520 |
|
|
2022
Q1 | $6K | Sell |
465
-78
| -14% | -$1.01K | ﹤0.01% | 490 |
|
|
2021
Q4 | $10K | Buy |
+543
| New | +$10K | ﹤0.01% | 404 |
|