MWM
Mascoma Wealth Management’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48
| Closed | -$487 | – | 483 |
|
|
2025
Q1 | $487 | Hold |
48
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $496 | Hold |
48
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $536 | Hold |
48
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $516 | Hold |
48
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $508 | Hold |
48
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $504 | Hold |
48
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $438 | Hold |
48
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $486 | Hold |
48
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $504 | Hold |
48
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $493 | Hold |
48
| – | – | ﹤0.01% | 605 |
|
|
2022
Q3 | $0 | Hold |
48
| – | – | ﹤0.01% | 616 |
|
|
2022
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 584 |
|