MWM
Mattern Wealth Management’s Bath & Body Works BBWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,940
| Closed | -$973K | – | 158 |
|
|
2021
Q4 | $973K | Sell |
13,940
-327
| -2% | -$22.8K | 0.29% | 84 |
|
|
2021
Q3 | $899K | Sell |
14,267
-6,385
| -31% | -$402K | 0.3% | 78 |
|
|
2021
Q2 | $1.5M | Sell |
20,652
-597
| -3% | -$43.4K | 0.48% | 57 |
|
|
2021
Q1 | $1.31M | Buy |
21,249
+4,186
| +25% | +$259K | 0.46% | 58 |
|
|
2020
Q4 | $635K | Buy |
17,063
+3,986
| +30% | +$148K | 0.24% | 90 |
|
|
2020
Q3 | $416K | Buy |
+13,077
| New | +$416K | 0.18% | 109 |
|