A detailed history of Mascoma Wealth Management LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,860 shares of ACWV stock, worth $214,104. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,860
Previous 1,860 -0.0%
Holding current value
$214,104
Previous $194,000 9.79%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

SELL
$93.0 - $101.11 $77,655 - $84,426
-835 Reduced 30.98%
1,860 $186,000
Q1 2023

May 01, 2023

SELL
$92.42 - $97.48 $46,210 - $48,740
-500 Reduced 15.65%
2,695 $260,000
Q4 2020

Jan 26, 2021

BUY
$89.46 - $96.91 $8,946 - $9,691
100 Added 3.23%
3,195 $0
Q3 2019

Nov 21, 2019

BUY
$93.5 - $95.06 $9,350 - $9,506
100 Added 3.34%
3,095 $0
Q2 2019

Jul 29, 2019

BUY
N/A
2,695 Added 898.33%
2,995 $276,000
Q4 2018

Jan 28, 2019

SELL
N/A
-300 Reduced 50.0%
300 $24,000
Q3 2017

Nov 07, 2017

BUY
N/A
600
600 $49,000

Others Institutions Holding ACWV

About ISHARES MSCI GLOBAL MIN VOL FA


  • Ticker ACWV
  • Sector ETFs
  • Industry ETFs
More about ACWV
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.