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| Name: |
Mattern Wealth Management LLC |
| City: |
LAWRENCE |
| State: |
KS |
| Zip: |
66047 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQQ |
Invesco QQQ Trust Series I |
179 |
Closed |
$456.44 |
$0 |
0 |
0% |
-1,977,000 |
-4,828 |
0 |
Closed - End Fund - Debt |
|
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ES |
Eversource Energy |
178 |
Closed |
$56.77 |
$0 |
0 |
0% |
-943,000 |
-15,278 |
0 |
Electric Utilities |
|
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DFIP |
Dfa Dimensional Inflation-p... |
184 |
Closed |
$0.00 |
$0 |
0 |
0% |
-212,000 |
-5,131 |
0 |
N/A |
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TSLA |
Tesla Motors Inc |
183 |
Closed |
$177.81 |
$0 |
0 |
0% |
-251,000 |
-1,011 |
0 |
Auto Manufacturers |
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NMZ |
Nuveen Municipal High Incom... |
182 |
Closed |
$10.10 |
$0 |
0 |
0% |
-178,000 |
-18,035 |
0 |
Closed - End Fund - Debt |
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DVY |
iShares Dow Select Div |
181 |
Closed |
$120.60 |
$0 |
0 |
0% |
-299,000 |
-2,555 |
0 |
Closed - End Fund - E... |
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TGT |
Target Corp |
180 |
Closed |
$147.74 |
$0 |
0 |
0% |
-1,615,000 |
-11,342 |
0 |
Discount, Variety Stores |
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