Mascoma Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11
| Closed | -$5.64K | – | 496 |
|
|
2023
Q3 | $5.64K | Buy |
+11
| New | +$5.64K | ﹤0.01% | 383 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 611 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 678 |
|
|
2022
Q4 | – | Sell |
-89
| Closed | -$38K | – | 650 |
|
|
2022
Q3 | $38K | Sell |
89
-18
| -17% | -$7.69K | 0.01% | 269 |
|
|
2022
Q2 | $44K | Sell |
107
-5
| -4% | -$2.06K | 0.02% | 255 |
|
|
2022
Q1 | $56K | Buy |
112
+36
| +47% | +$18K | 0.02% | 246 |
|
|
2021
Q4 | $47K | Buy |
+76
| New | +$47K | 0.02% | 228 |
|