MWM
Mascoma Wealth Management’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Hold |
7
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $595 | Hold |
7
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $604 | Buy |
+7
| New | +$604 | ﹤0.01% | 499 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.98K | – | 503 |
|
|
2023
Q3 | $1.98K | Hold |
30
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $2.01K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $1.76K | Hold |
30
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $1.58K | Hold |
30
| – | – | ﹤0.01% | 572 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 424 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$2K | – | 382 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 418 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$8K | – | 300 |
|
|
2019
Q2 | $8K | Hold |
175
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $8K | Sell |
175
-940
| -84% | -$43K | 0.01% | 282 |
|
|
2018
Q4 | $43K | Sell |
1,115
-587
| -34% | -$22.6K | 0.03% | 153 |
|
|
2018
Q3 | $81K | Sell |
1,702
-87
| -5% | -$4.14K | 0.05% | 136 |
|
|
2018
Q2 | $101K | Sell |
1,789
-75
| -4% | -$4.23K | 0.07% | 112 |
|
|
2018
Q1 | $109K | Sell |
1,864
-500
| -21% | -$29.2K | 0.07% | 109 |
|
|
2017
Q4 | $122K | Sell |
2,364
-585
| -20% | -$30.2K | 0.08% | 94 |
|
|
2017
Q3 | $98K | Hold |
2,949
| – | – | 0.07% | 115 |
|
|
2017
Q2 | $114K | Hold |
2,949
| – | – | 0.08% | 105 |
|
|
2017
Q1 | $135K | Sell |
2,949
-200
| -6% | -$9.16K | 0.1% | 85 |
|
|
2016
Q4 | $120K | Buy |
+3,149
| New | +$120K | 0.09% | 90 |
|