MWM
Mattern Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,034
| Closed | -$219K | – | 162 |
|
|
2021
Q4 | $219K | Sell |
2,034
-886
| -30% | -$95.4K | 0.06% | 163 |
|
|
2021
Q3 | $288K | Hold |
2,920
| – | – | 0.1% | 139 |
|
|
2021
Q2 | $289K | Sell |
2,920
-89
| -3% | -$8.81K | 0.09% | 141 |
|
|
2021
Q1 | $273K | Sell |
3,009
-265
| -8% | -$24K | 0.1% | 143 |
|
|
2020
Q4 | $282K | Sell |
3,274
-209
| -6% | -$18K | 0.11% | 135 |
|
|
2020
Q3 | $265K | Sell |
3,483
-176
| -5% | -$13.4K | 0.11% | 129 |
|
|
2020
Q2 | $256K | Buy |
+3,659
| New | +$256K | 0.12% | 120 |
|