MWM
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Mascoma Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Mascoma Wealth Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$2.24K – 516
2023
Q2 		$2.24K Sell
100
-9,000
-99% -$205K ﹤0.01% 442
2023
Q1 		$210K Buy
9,100
+9,000
+9,000% +$205K 0.06% 119
2022
Q4 		$2.23K Hold
100
– – ﹤0.01% 561
2022
Q3 		$2K Hold
100
– – ﹤0.01% 565
2022
Q2 		$2K Hold
100
– – ﹤0.01% 573
2022
Q1 		$3K Buy
+100
New +$2.59K ﹤0.01% 545
2021
Q2 		– Sell
-200
Closed -$5K – 384
2021
Q1 		$5K Buy
+200
New +$5.5K ﹤0.01% 390
2019
Q3 		– Sell
-200
Closed -$5K – 299
2019
Q2 		$5K Buy
+200
New +$5.02K ﹤0.01% 298

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AA
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Creative Planning
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