MWM
Mascoma Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.7K | Sell |
1,994
-147
| -7% | -$6.1K | 0.02% | 147 |
|
|
2025
Q1 | $83.7K | Sell |
2,141
-272
| -11% | -$10.6K | 0.02% | 147 |
|
|
2024
Q4 | $101K | Sell |
2,413
-428
| -15% | -$17.9K | 0.03% | 139 |
|
|
2024
Q3 | $120K | Sell |
2,841
-82
| -3% | -$3.47K | 0.03% | 128 |
|
|
2024
Q2 | $116K | Sell |
2,923
-3,383
| -54% | -$134K | 0.03% | 125 |
|
|
2024
Q1 | $259K | Sell |
6,306
-4,114
| -39% | -$169K | 0.07% | 85 |
|
|
2023
Q4 | $393K | Sell |
10,420
-4,318
| -29% | -$163K | 0.12% | 64 |
|
|
2023
Q3 | $499K | Sell |
14,738
-4,380
| -23% | -$148K | 0.16% | 57 |
|
|
2023
Q2 | $695K | Sell |
19,118
-25,781
| -57% | -$937K | 0.21% | 49 |
|
|
2023
Q1 | $1.51M | Sell |
44,899
-603
| -1% | -$20.3K | 0.44% | 37 |
|
|
2022
Q4 | $1.49M | Sell |
45,502
-1,104
| -2% | -$36.2K | 0.47% | 38 |
|
|
2022
Q3 | $1.39M | Buy |
46,606
+789
| +2% | +$23.5K | 0.48% | 39 |
|
|
2022
Q2 | $1.4M | Sell |
45,817
-1,250
| -3% | -$38.2K | 0.48% | 41 |
|
|
2022
Q1 | $1.72M | Buy |
47,067
+7,571
| +19% | +$277K | 0.55% | 40 |
|
|
2021
Q4 | $1.54M | Buy |
39,496
+8,169
| +26% | +$317K | 0.53% | 41 |
|
|
2021
Q3 | $1.13M | Buy |
31,327
+1,456
| +5% | +$52.6K | 0.44% | 40 |
|
|
2021
Q2 | $1.11M | Buy |
29,871
+15,744
| +111% | +$584K | 0.47% | 38 |
|
|
2021
Q1 | $508K | Buy |
+14,127
| New | +$508K | 0.22% | 58 |
|