Back to RFI
Mascoma Wealth Management LLC → RFI
Mascoma Wealth Management LLC RFI Position History
Cohen & Steers Total Return Realty Fund, Inc.
Quarters held
5
Latest value
$46K
Q3 2026
Peak value
$68K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $68K |
| Q4 2025 | $62K |
| Q1 2026 | $49K |
| Q2 2026 | $50K |
| Q3 2026 | $46K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46K | 4.4K | — | — |
| Q2 2026 | $50K | 4.4K | — | — |
| Q1 2026 | $49K | 4.4K | — | — |
| Q4 2025 | $62K | 5.7K | — | — |
| Q3 2025 | $68K | 5.7K | — | — |
Other funds holding RFI
Other Mascoma Wealth Management LLC positions
ETHA
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ETHA
$91.3MISHARES CORE S&P 500 ETF
ETHA
$79.9MISHARES CORE S&P 500 ETF
ETHA
$77.4MISHARES CORE S&P 500 ETF
ETHA
$77.1MISHARES CORE S&P 500 ETF
ETHA
$53.4MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$53MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$51.3MISHARES CORE U.S. AGGREGATE BOND ETF