CWM
Compass Wealth Management’s Materion MTRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$20.4K | – | 308 |
|
|
2025
Q1 | $20.4K | Hold |
250
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $24.7K | Hold |
250
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $28K | Hold |
250
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $27K | Hold |
250
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $32.9K | Hold |
250
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $32.5K | Hold |
250
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $25.5K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $28.6K | Hold |
250
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $29K | Hold |
250
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $21.9K | Buy |
+250
| New | +$21.9K | 0.01% | 308 |
|