MWM
Mattern Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
705
-47
| -6% | -$24.8K | 0.08% | 107 |
|
|
2025
Q1 | $382K | Sell |
752
-522
| -41% | -$265K | 0.08% | 116 |
|
|
2024
Q4 | $634K | Sell |
1,274
-148
| -10% | -$73.7K | 0.14% | 86 |
|
|
2024
Q3 | $735K | Sell |
1,422
-2,192
| -61% | -$1.13M | 0.16% | 83 |
|
|
2024
Q2 | $1.61M | Sell |
3,614
-248
| -6% | -$111K | 0.39% | 60 |
|
|
2024
Q1 | $1.64M | Buy |
3,862
+352
| +10% | +$150K | 0.4% | 70 |
|
|
2023
Q4 | $1.55M | Buy |
+3,510
| New | +$1.55M | 0.4% | 70 |
|