Mascoma Wealth Management’s Navios Maritime Holdings Inc. NM Stock Holding History

Mascoma Wealth Management’s Portfolio NM Stock Details NM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	-$36	–	513
2023 Q3	$36	Hold	18	–	–	﹤0.01%	499
2023 Q2	$33	Hold	18	–	–	﹤0.01%	477
2023 Q1	$34	Hold	18	–	–	﹤0.01%	593
2022 Q4	$32	Hold	18	–	–	﹤0.01%	622
2022 Q3	$0	Hold	18	–	–	﹤0.01%	637
2022 Q2	$0	Hold	18	–	–	﹤0.01%	645
2022 Q1	$0	Hold	18	–	–	﹤0.01%	613
2021 Q4	$0	Hold	18	–	–	﹤0.01%	569
2021 Q3	$0	Buy	+18	New	+$90	﹤0.01%	473
2021 Q2	–	Sell	-18	Closed	–	–	455
2021 Q1	$0	Buy	+18	New	+$113	﹤0.01%	471
2019 Q3	–	Sell	-18	Closed	–	–	363
2019 Q2	$0	Hold	18	–	–	﹤0.01%	418
2019 Q1	$0	Hold	18	–	–	﹤0.01%	427
2018 Q4	$0	Hold	18	–	–	﹤0.01%	404
2018 Q3	$0	Hold	18	–	–	﹤0.01%	418
2018 Q2	$0	Hold	18	–	–	﹤0.01%	410
2018 Q1	$0	Hold	18	–	–	﹤0.01%	387
2017 Q4	$0	Hold	18	–	–	﹤0.01%	426
2017 Q3	$0	Hold	18	–	–	﹤0.01%	421
2017 Q2	$0	Hold	18	–	–	﹤0.01%	450
2017 Q1	$0	Buy	+18	New	+$324	﹤0.01%	385

Other funds holding NM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mascoma Wealth Management's NM Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 18 shares — an estimated $36 sold.

Mascoma Wealth Management first reported a position in NM in Q1 2017 and held it in 20 quarters. The position peaked at $36 in Q3 2023. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

Mascoma Wealth Management reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 18 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $36.
Mascoma Wealth Management first reported a position in Navios Maritime Holdings Inc. in Q1 2017 and held it in 20 quarters.
Mascoma Wealth Management's Navios Maritime Holdings Inc. position peaked at $36 in Q3 2023.
1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.