MWM
Mattern Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,917
| Closed | -$497K | – | 175 |
|
|
2021
Q3 | $497K | Sell |
9,917
-193,102
| -95% | -$9.68M | 0.17% | 108 |
|
|
2021
Q2 | $10.2M | Buy |
203,019
+82,100
| +68% | +$4.12M | 3.24% | 4 |
|
|
2021
Q1 | $6.07M | Sell |
120,919
-2,004
| -2% | -$101K | 2.14% | 12 |
|
|
2020
Q4 | $6.17M | Buy |
122,923
+53,251
| +76% | +$2.67M | 2.33% | 12 |
|
|
2020
Q3 | $3.49M | Sell |
69,672
-15,053
| -18% | -$754K | 1.49% | 19 |
|
|
2020
Q2 | $4.24M | Buy |
84,725
+67,140
| +382% | +$3.36M | 2.06% | 10 |
|
|
2020
Q1 | $853K | Buy |
+17,585
| New | +$853K | 0.62% | 53 |
|