MWM
Mattern Wealth Management’s Capitol Federal Financial CFFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,758
| Closed | -$99.9K | – | 175 |
|
|
2024
Q1 | $99.9K | Sell |
16,758
-7,380
| -31% | -$44K | 0.02% | 177 |
|
|
2023
Q4 | $156K | Buy |
+24,138
| New | +$156K | 0.04% | 170 |
|
|
2020
Q4 | – | Sell |
-11,587
| Closed | -$107K | – | 153 |
|
|
2020
Q3 | $107K | Sell |
11,587
-8,335
| -42% | -$77K | 0.05% | 141 |
|
|
2020
Q2 | $219K | Sell |
19,922
-170
| -0.8% | -$1.87K | 0.11% | 130 |
|
|
2020
Q1 | $233K | Buy |
20,092
+4,863
| +32% | +$56.4K | 0.17% | 107 |
|
|
2019
Q4 | $209K | Buy |
+15,229
| New | +$209K | 0.13% | 126 |
|