MWM
Mascoma Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-410
| Closed | -$11.7K | – | 494 |
|
|
2025
Q1 | $11.7K | Hold |
410
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $13.9K | Hold |
410
| – | – | ﹤0.01% | 314 |
|
|
2024
Q3 | $14.7K | Hold |
410
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $13.9K | Sell |
410
-344
| -46% | -$11.7K | ﹤0.01% | 296 |
|
|
2024
Q1 | $26.1K | Hold |
754
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $31.8K | Hold |
754
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $32.1K | Sell |
754
-520
| -41% | -$22.2K | 0.01% | 223 |
|
|
2023
Q2 | $63.4K | Sell |
1,274
-211
| -14% | -$10.5K | 0.02% | 170 |
|
|
2023
Q1 | $66.8K | Sell |
1,485
-1,958
| -57% | -$88K | 0.02% | 207 |
|
|
2022
Q4 | $162K | Buy |
3,443
+45
| +1% | +$2.12K | 0.05% | 127 |
|
|
2022
Q3 | $194K | Buy |
3,398
+214
| +7% | +$12.2K | 0.07% | 112 |
|
|
2022
Q2 | $166K | Sell |
3,184
-81
| -2% | -$4.22K | 0.06% | 124 |
|
|
2022
Q1 | $211K | Buy |
3,265
+2,284
| +233% | +$148K | 0.07% | 118 |
|
|
2021
Q4 | $67K | Buy |
+981
| New | +$67K | 0.02% | 195 |
|