MWM
Mattern Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,244
| Closed | -$211K | – | 177 |
|
|
2021
Q4 | $211K | Sell |
8,244
-12,837
| -61% | -$329K | 0.06% | 166 |
|
|
2021
Q3 | $548K | Sell |
21,081
-266
| -1% | -$6.92K | 0.18% | 103 |
|
|
2021
Q2 | $556K | Sell |
21,347
-367,643
| -95% | -$9.58M | 0.18% | 108 |
|
|
2021
Q1 | $10.1M | Buy |
388,990
+380,557
| +4,513% | +$9.88M | 3.56% | 4 |
|
|
2020
Q4 | $221K | Buy |
+8,433
| New | +$221K | 0.08% | 145 |
|