MWM
Mattern Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,531
| Closed | -$168K | – | 173 |
|
|
2023
Q3 | $168K | Hold |
13,531
| – | – | 0.05% | 164 |
|
|
2023
Q2 | $205K | Sell |
13,531
-2,370
| -15% | -$35.9K | 0.06% | 160 |
|
|
2023
Q1 | $200K | Sell |
15,901
-100
| -0.6% | -$1.26K | 0.07% | 168 |
|
|
2022
Q4 | $186K | Buy |
16,001
+20
| +0.1% | +$233 | 0.08% | 159 |
|
|
2022
Q3 | $179K | Buy |
15,981
+5,301
| +50% | +$59.4K | 0.07% | 155 |
|
|
2022
Q2 | $119K | Hold |
10,680
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $181K | Sell |
10,680
-4,067
| -28% | -$68.9K | 0.06% | 156 |
|
|
2021
Q4 | $306K | Buy |
14,747
+1,767
| +14% | +$36.7K | 0.09% | 143 |
|
|
2021
Q3 | $184K | Buy |
12,980
+80
| +0.6% | +$1.13K | 0.06% | 162 |
|
|
2021
Q2 | $176K | Hold |
12,900
| – | – | 0.06% | 168 |
|
|
2021
Q1 | $158K | Buy |
12,900
+400
| +3% | +$4.9K | 0.06% | 153 |
|
|
2020
Q4 | $110K | Sell |
12,500
-200
| -2% | -$1.76K | 0.04% | 150 |
|
|
2020
Q3 | $85K | Buy |
+12,700
| New | +$85K | 0.04% | 142 |
|