Mascoma Wealth Management LLC Closed Holding Positions

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UE
Urban Edge Properties

Real Estate
Q3 2019 Filed on Nov 21, 2019
126
$16.24 - $20.22 $2.05K - $2.55K
TEX
Terex Corp

Industrials
Q3 2019 Filed on Nov 21, 2019
90
$23.3 - $33.14 $2.1K - $2.98K
CIEN
Ciena Corp

Technology
Q3 2019 Filed on Nov 21, 2019
1,570
$38.91 - $45.95 $61.1K - $72.1K
CBU
Community Bank System, Inc.

Financial Services
Q3 2019 Filed on Nov 21, 2019
65
$59.51 - $66.12 $3.87K - $4.3K
Aqua America Inc Com
Q3 2019 Filed on Nov 21, 2019
165
N/A
FNB
Fnb Corp

Financial Services
Q3 2019 Filed on Nov 21, 2019
336
$10.39 - $12.21 $3.49K - $4.1K
Allergan PLC Shs
Q3 2019 Filed on Nov 21, 2019
10
N/A
PWR
Quanta Services, Inc.

Industrials
Q2 2019 Filed on Jul 29, 2019
500
$34.73 - $40.6 $17.4K - $20.3K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2019 Filed on Jul 29, 2019
55
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q2 2019 Filed on Jul 29, 2019
62
$37.68 - $46.52 $2.34K - $2.88K
Dreyfus High Yield Strategies Sh Ben Int
Q2 2019 Filed on Jul 29, 2019
500
N/A
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q2 2019 Filed on Jul 29, 2019
1,000
$20.1 - $20.95 $20.1K - $21K
Taubman Ctrs Inc Com
Q2 2019 Filed on Jul 29, 2019
250
N/A
CINF
Cincinnati Financial Corp

Financial Services
Q2 2019 Filed on Jul 29, 2019
45
$85.08 - $105.94 $3.83K - $4.77K
JBLU
Jetblue Airways Corp

Industrials
Q2 2019 Filed on Jul 29, 2019
166
$16.34 - $19.44 $2.71K - $3.23K
RDS-A
Shell PLC

Energy
Q2 2019 Filed on Jul 29, 2019
35
$54.29 - $58.43 $1.9K - $2.05K
ROKU
Roku, Inc

Communication Services
Q2 2019 Filed on Jul 29, 2019
650
$56.5 - $106.49 $36.7K - $69.2K
Hcp Inc Com
Q2 2019 Filed on Jul 29, 2019
700
N/A
KTF
Dws Municipal Income Trust

Financial Services
Q2 2019 Filed on Jul 29, 2019
1,000
$10.81 - $11.27 $10.8K - $11.3K
VC
Visteon Corp

Consumer Cyclical
Q2 2019 Filed on Jul 29, 2019
1
$44.51 - $82.6 $44.5 - $82.6
CC
Chemours CO

Basic Materials
Q2 2019 Filed on Jul 29, 2019
100
$21.09 - $40.45 $2.11K - $4.05K
VPU
Vanguard Utilities ETF

ETFs
Q2 2019 Filed on Jul 29, 2019
700
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2019 Filed on Jul 29, 2019
318
$34.67 - $41.43 $11K - $13.2K
SO
Southern CO

Utilities
Q2 2019 Filed on Jul 29, 2019
800
$51.2 - $56.28 $41K - $45K
UNIT
Uniti Group Inc.

Real Estate
Q2 2019 Filed on Jul 29, 2019
1
$9.38 - $12.37 $9.38 - $12.4
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
Q2 2019 Filed on Jul 29, 2019
200
N/A
Dowdupont Inc Com
Q2 2019 Filed on Jul 29, 2019
2,189
N/A
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2019 Filed on Apr 23, 2019
40
$65.02 - $73.68 $2.6K - $2.95K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2019 Filed on Apr 23, 2019
140
N/A
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2019 Filed on Apr 23, 2019
20
$93.28 - $112.03 $1.87K - $2.24K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on Apr 23, 2019
370
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2019 Filed on Apr 23, 2019
1,994
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2019 Filed on Apr 23, 2019
280
$10.26 - $12.8 $2.87K - $3.58K
BNDX
Vanguard Total International B

ETFs
Q1 2019 Filed on Apr 23, 2019
745
N/A
ITRI
Itron, Inc.

Technology
Q1 2019 Filed on Apr 23, 2019
90
$46.23 - $61.74 $4.16K - $5.56K
PCG
Pg&E Corp

Utilities
Q1 2019 Filed on Apr 23, 2019
192
$6.36 - $24.4 $1.22K - $4.68K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q1 2019 Filed on Apr 23, 2019
300
$37.24 - $45.0 $11.2K - $13.5K
CNP
Centerpoint Energy Inc

Utilities
Q1 2019 Filed on Apr 23, 2019
205
$28.0 - $31.4 $5.74K - $6.44K
Alerian Mlp ETF
Q1 2019 Filed on Apr 23, 2019
300
N/A
PCAR
Paccar Inc

Industrials
Q1 2019 Filed on Apr 23, 2019
2,650
$56.52 - $69.89 $150K - $185K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2019 Filed on Apr 23, 2019
80
$15.58 - $20.01 $1.25K - $1.6K
Dell Technologies Inc Com Cl V
Q1 2019 Filed on Apr 23, 2019
46
N/A
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
Q1 2019 Filed on Apr 23, 2019
7,127
N/A
NTUS
Natus Medical Inc

Healthcare
Q1 2019 Filed on Apr 23, 2019
500
$25.2 - $34.38 $12.6K - $17.2K
Praxair Inc Com
Q4 2018 Filed on Jan 28, 2019
245
N/A
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q4 2018 Filed on Jan 28, 2019
730
$13.68 - $14.39 $9.99K - $10.5K
URA
Global X Uranium ETF

ETFs
Q4 2018 Filed on Jan 28, 2019
12,455
$11.3 - $13.58 $141K - $169K
MGA
Magna International Inc

Consumer Cyclical
Q4 2018 Filed on Jan 28, 2019
18,309
$44.01 - $54.15 $806K - $991K
UNM
Unum Group

Financial Services
Q4 2018 Filed on Jan 28, 2019
100
$27.24 - $40.23 $2.72K - $4.02K
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