MWM
EV

Mattern Wealth Management’s Eaton Vance Corp. EV Stock Holding History

Mattern Wealth Management’s Portfolio EV Stock Details EV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,632
Closed -$278K – 144
2020
Q1 		$278K Sell
8,632
-689
-7% -$22.2K 0.2% 100
2019
Q4 		$435K Buy
+9,321
New +$435K 0.26% 100