Mascoma Wealth Management LLC Msci Eafe Value ETF Transaction History

Mascoma Wealth Management LLC

$396 Million
Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 52 shares of EFV stock, worth $3,115. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 52 -0.0%

Holding current value

$3,115

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$52.34 - $56.41 $18,894 - $20,364	-361 Reduced 87.41%	52 $2,000
Q1 2024 May 02, 2024	SELL	$50.46 - $54.5 $4,591 - $4,959	-91 Reduced 18.06%	413 $22,000
Q4 2023 Jan 24, 2024	BUY	$46.57 - $52.25 $4,237 - $4,754	91 Added 22.03%	504 $26,000
Q2 2023 Aug 09, 2023	SELL	$47.6 - $50.24 $666 - $703	-14 Reduced 3.28%	413 $20,000
Q1 2023 May 01, 2023	BUY	$45.61 - $50.02 $12,907 - $14,155	283 Added 196.53%	427 $20,000
Q3 2022 Oct 18, 2022	BUY	$38.45 - $45.24 $3,537 - $4,162	92 Added 176.92%	144 $6,000
Q3 2021 Oct 06, 2021	BUY	$49.8 - $52.99 $2,589 - $2,755	52 New	52 $3,000
Q2 2021 Jul 06, 2021	SELL	$51.35 - $54.74 $2,670 - $2,846	-52 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$46.93 - $51.65 $2,440 - $2,685	52 New	52 $2,000
Q4 2017 Feb 05, 2018	SELL	$54.08 - $55.77 $108 - $111	-2 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	$53.95 - $54.6 $107 - $109	2	2 $0

Others Institutions Holding EFV

# of Institutions

1,092

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Mascoma Wealth Management LLC Msci Eafe Value ETF Transaction History