MASCOMA WEALTH MANAGEMENT LLC – Wells Fargo & Company Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$76,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.60% | -112 shares | -2K | $40.22 | 1.88K |
| Q2 2022 | share | Decrease | -1.67% | -34 shares | -21K | $39.17 | 2.00K |
| Q1 2022 | share | Increase | +18.18% | 313 shares | 16K | $48.46 | 2.03K |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $48.1 | 1.72K | |
| Q3 2021 | share | Increase | 0.00% | 1.72K shares | 80K | $46.23 | 1.72K |
| Q2 2021 | share | Decrease | -100.00% | -1.68K shares | -66K | $44.92 | 0 |
| Q1 2021 | share | Increase | 0.00% | 1.68K shares | 66K | $38.67 | 1.68K |
| Q3 2019 | share | Decrease | -100.00% | -1.46K shares | -69K | $47.41 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | -2K | $43.99 | 1.46K | |
| Q1 2019 | share | 0.00% | 0 shares | 4K | $44.49 | 1.46K | |
| Q4 2018 | share | Decrease | -27.31% | -550 shares | -39K | $42.05 | 1.46K |
| Q3 2018 | share | 0.00% | 0 shares | -6K | $47.57 | 2.01K | |
| Q2 2018 | share | Increase | +42.43% | 600 shares | 38K | $49.81 | 2.01K |
| Q1 2018 | share | Decrease | -26.12% | -500 shares | -49K | $46.74 | 1.41K |
| Q4 2017 | share | Increase | +15.16% | 252 shares | 31K | $53.78 | 1.91K |
| Q3 2017 | share | Decrease | -16.15% | -320 shares | -18K | $48.55 | 1.66K |
| Q2 2017 | share | Decrease | -13.15% | -300 shares | -17K | $48.43 | 1.98K |
| Q1 2017 | share | Decrease | -15.14% | -407 shares | -21K | $48.31 | 2.28K |
| Q4 2016 | share | Increase | 0.00% | 2.68K shares | 148K | $47.51 | 2.68K |