MWM
Mascoma Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Hold |
618
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $62.2K | Sell |
618
-885
| -59% | -$89K | 0.02% | 172 |
|
|
2024
Q4 | $151K | Buy |
+1,503
| New | +$151K | 0.04% | 108 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 390 |
|
|
2018
Q3 | – | Sell |
-656
| Closed | -$67K | – | 402 |
|
|
2018
Q2 | $67K | Sell |
656
-655
| -50% | -$66.9K | 0.05% | 134 |
|
|
2018
Q1 | $133K | Buy |
+1,311
| New | +$133K | 0.09% | 92 |
|