MWM
Mattern Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,480
| Closed | -$301K | – | 166 |
|
|
2023
Q1 | $301K | Sell |
6,480
-197
| -3% | -$9.16K | 0.1% | 141 |
|
|
2022
Q4 | $305K | Sell |
6,677
-1,187
| -15% | -$54.1K | 0.12% | 128 |
|
|
2022
Q3 | $342K | Sell |
7,864
-1,200
| -13% | -$52.2K | 0.14% | 115 |
|
|
2022
Q2 | $414K | Sell |
9,064
-9,718
| -52% | -$444K | 0.16% | 105 |
|
|
2022
Q1 | $889K | Sell |
18,782
-10,118
| -35% | -$479K | 0.29% | 78 |
|
|
2021
Q4 | $1.48M | Sell |
28,900
-110
| -0.4% | -$5.64K | 0.44% | 61 |
|
|
2021
Q3 | $1.49M | Sell |
29,010
-519
| -2% | -$26.6K | 0.5% | 55 |
|
|
2021
Q2 | $1.54M | Sell |
29,529
-1,050
| -3% | -$54.8K | 0.49% | 55 |
|
|
2021
Q1 | $1.57M | Sell |
30,579
-100
| -0.3% | -$5.12K | 0.55% | 49 |
|
|
2020
Q4 | $1.6M | Sell |
30,679
-1,386
| -4% | -$72.1K | 0.6% | 47 |
|
|
2020
Q3 | $1.64M | Buy |
32,065
+413
| +1% | +$21.2K | 0.7% | 44 |
|
|
2020
Q2 | $1.61M | Sell |
31,652
-1,907
| -6% | -$97.1K | 0.78% | 40 |
|
|
2020
Q1 | $1.65M | Sell |
33,559
-35
| -0.1% | -$1.72K | 1.19% | 25 |
|
|
2019
Q4 | $1.69M | Buy |
+33,594
| New | +$1.69M | 1.01% | 37 |
|