Mascoma Wealth Management LLC Msci Eafe Growth ETF Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 769 shares of EFG stock, worth $75,561. This represents 0.02% of its overall portfolio holdings.

Number of Shares

769

Previous 769 -0.0%

Holding current value

$75,561

Previous $78,000 5.13%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$85.55 - $97.39 $25,322 - $28,827	296 Added 62.58%	769 $66,000
Q2 2023 Aug 09, 2023	SELL	$93.15 - $96.95 $22,262 - $23,171	-239 Reduced 33.57%	473 $45,000
Q1 2023 May 01, 2023	SELL	$84.36 - $93.68 $4,049 - $4,496	-48 Reduced 6.32%	712 $66,000
Q3 2022 Oct 18, 2022	BUY	$71.9 - $88.11 $3,451 - $4,229	48 Added 6.74%	760 $55,000
Q2 2022 Jul 14, 2022	BUY	$77.95 - $97.78 $51,602 - $64,730	662 Added 1324.0%	712 $57,000
Q3 2021 Oct 06, 2021	BUY	$105.79 - $113.94 $5,289 - $5,697	50 New	50 $5,000
Q2 2021 Jul 06, 2021	SELL	$102.07 - $109.39 $5,103 - $5,469	-50 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$97.17 - $105.39 $4,858 - $5,269	50 New	50 $5,000
Q3 2019 Nov 21, 2019	SELL	$76.85 - $82.17 $3,842 - $4,108	-50 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	$76.75 - $77.39 $3,837 - $3,869	50	50 $4,000

Others Institutions Holding EFG

# of Institutions

983

Shares Held

137M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Mascoma Wealth Management LLC Msci Eafe Growth ETF Transaction History