Mascoma Wealth Management LLC Fidelity Covington Tr Blue Chi Transaction History

Mascoma Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	BUY	$21.45 - $26.66 $214 - $266	10 Added 100.0%	20 $0
Q2 2022 Jul 14, 2022	SELL	$21.32 - $30.94 $25,584 - $37,128	-1,200 Reduced 99.17%	10 $0
Q4 2021 Jan 21, 2022	SELL	$31.98 - $36.4 $479 - $546	-15 Reduced 1.22%	1,210 $41,000
Q3 2021 Oct 06, 2021	BUY	$31.56 - $34.62 $38,661 - $42,409	1,225 New	1,225 $40,000
Q2 2021 Jul 06, 2021	SELL	$28.42 - $32.6 $4,547 - $5,216	-160 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$27.72 - $31.7 $4,435 - $5,072	160 New	160 $4,000

149

22M

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

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