MWM
Mattern Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,156
| Closed | -$203K | – | 174 |
|
|
2021
Q3 | $203K | Sell |
1,156
-35
| -3% | -$6.15K | 0.07% | 160 |
|
|
2021
Q2 | $237K | Sell |
1,191
-85
| -7% | -$16.9K | 0.08% | 155 |
|
|
2021
Q1 | $246K | Sell |
1,276
-3,790
| -75% | -$731K | 0.09% | 146 |
|
|
2020
Q4 | $886K | Sell |
5,066
-189
| -4% | -$33.1K | 0.34% | 81 |
|
|
2020
Q3 | $842K | Sell |
5,255
-14
| -0.3% | -$2.24K | 0.36% | 78 |
|
|
2020
Q2 | $822K | Sell |
5,269
-142
| -3% | -$22.2K | 0.4% | 75 |
|
|
2020
Q1 | $739K | Buy |
5,411
+2,510
| +87% | +$343K | 0.53% | 63 |
|
|
2019
Q4 | $512K | Buy |
+2,901
| New | +$512K | 0.31% | 89 |
|