MWM
Mascoma Wealth Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $11.7K | Buy |
+100
| New | +$11.7K | ﹤0.01% | 314 |
|
|
2023
Q4 | – | Sell |
-43
| Closed | -$3.51K | – | 495 |
|
|
2023
Q3 | $3.51K | Hold |
43
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $3.8K | Hold |
43
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $3.87K | Hold |
43
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $3.66K | Hold |
43
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 521 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 551 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 328 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 455 |
|