Mattern Wealth Management’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,258	Closed	-$535K	–	131
2019 Q4	$535K	Buy	+5,258	New	+$535K	0.32%	88