MWM
Mascoma Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Hold |
174
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $88.4K | Sell |
174
-16
| -8% | -$8.13K | 0.02% | 145 |
|
|
2024
Q4 | $94.6K | Buy |
190
+5
| +3% | +$2.49K | 0.02% | 146 |
|
|
2024
Q3 | $95.6K | Hold |
185
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $82.5K | Buy |
185
+16
| +9% | +$7.14K | 0.02% | 150 |
|
|
2024
Q1 | $71.9K | Hold |
169
| – | – | 0.02% | 150 |
|
|
2023
Q4 | $74.4K | Hold |
169
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $61.8K | Buy |
169
+85
| +101% | +$31.1K | 0.02% | 165 |
|
|
2023
Q2 | $32.5K | Hold |
84
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $30.5K | Hold |
84
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $28.1K | Hold |
84
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $26K | Hold |
84
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $28K | Hold |
84
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $34K | Buy |
+84
| New | +$34K | 0.01% | 316 |
|