Mascoma Wealth Management’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-213
Closed -$11.8K 615
2023
Q1
$11.8K Hold
213
﹤0.01% 390
2022
Q4
$13.1K Sell
213
-351
-62% -$21.5K ﹤0.01% 373
2022
Q3
$32K Sell
564
-57
-9% -$3.23K 0.01% 287
2022
Q2
$32K Sell
621
-231
-27% -$11.9K 0.01% 296
2022
Q1
$51K Buy
852
+318
+60% +$19K 0.02% 255
2021
Q4
$37K Buy
+534
New +$37K 0.01% 254