MWM
Mascoma Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $8.95K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $9.82K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $8.85K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $7.4K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $7.73K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $7.75K | Sell |
100
-12
| -11% | -$930 | ﹤0.01% | 342 |
|
|
2023
Q3 | $7.5K | Buy |
112
+12
| +12% | +$804 | ﹤0.01% | 348 |
|
|
2023
Q2 | $7.27K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $7.23K | Sell |
100
-100
| -50% | -$7.23K | ﹤0.01% | 437 |
|
|
2022
Q4 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $17K | Hold |
200
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $19K | Hold |
200
| – | – | 0.01% | 337 |
|
|
2021
Q3 | $17K | Buy |
+200
| New | +$17K | 0.01% | 309 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$17K | – | 381 |
|
|
2021
Q1 | $17K | Buy |
+200
| New | +$17K | 0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$6K | – | 299 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $8K | Sell |
100
-380
| -79% | -$30.4K | 0.01% | 298 |
|
|
2018
Q2 | $45K | Hold |
480
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $48K | Hold |
480
| – | – | 0.03% | 154 |
|
|
2017
Q4 | $52K | Hold |
480
| – | – | 0.03% | 143 |
|
|
2017
Q3 | $46K | Hold |
480
| – | – | 0.03% | 154 |
|
|
2017
Q2 | $43K | Hold |
480
| – | – | 0.03% | 166 |
|
|
2017
Q1 | $38K | Hold |
480
| – | – | 0.03% | 162 |
|
|
2016
Q4 | $37K | Buy |
+480
| New | +$37K | 0.03% | 168 |
|