MATTERN WEALTH MANAGEMENT LLC – Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
1.50M
portfolio value
MATTERN WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.34% | 181 shares | -49K | 5.59K | |
| Q2 2022 | share | Decrease | -3.80% | -214 shares | -241K | 5.41K | |
| Q1 2022 | share | Increase | +19.43% | 916 shares | 166K | 5.63K | |
| Q4 2021 | share | Increase | +0.62% | 29 shares | 258K | 4.71K | |
| Q3 2021 | share | Decrease | -1.93% | -92 shares | -11K | 4.68K | |
| Q2 2021 | share | Decrease | -3.38% | -167 shares | 1K | 4.77K | |
| Q1 2021 | share | Decrease | -15.25% | -890 shares | -153K | 4.94K | |
| Q4 2020 | share | Increase | +2.73% | 155 shares | 185K | 5.83K | |
| Q3 2020 | share | Increase | +4.58% | 249 shares | 201K | 5.68K | |
| Q2 2020 | share | Increase | +11.59% | 564 shares | 310K | 5.43K | |
| Q1 2020 | share | Increase | +3.07% | 145 shares | -163K | 4.86K | |
| Q4 2019 | share | Increase | 0.00% | 4.72K shares | 1.00M | 4.72K |