MWM
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Mascoma Wealth Management’s Steris STE Stock Holding History

Mascoma Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-260
Closed -$53.4K – 536
2024
Q4 		$53.4K Sell
260
-15
-5% -$3.08K 0.01% 190
2024
Q3 		$66.7K Sell
275
-5
-2% -$1.21K 0.02% 173
2024
Q2 		$61.5K Buy
+280
New +$61.5K 0.02% 177