CWA
Carolina Wealth Advisors’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-871
| Closed | -$97.9K | – | 232 |
|
|
2024
Q1 | $97.9K | Hold |
871
| – | – | 0.05% | 76 |
|
|
2023
Q4 | $95.5K | Hold |
871
| – | – | 0.05% | 86 |
|
|
2023
Q3 | $77.3K | Sell |
871
-38
| -4% | -$3.37K | 0.04% | 101 |
|
|
2023
Q2 | $70.7K | Buy |
+909
| New | +$70.7K | 0.04% | 90 |
|
|
2022
Q4 | – | Sell |
-4,803
| Closed | -$295K | – | 251 |
|
|
2022
Q3 | $295K | Buy |
4,803
+475
| +11% | +$29.2K | 0.23% | 54 |
|
|
2022
Q2 | $315K | Buy |
+4,328
| New | +$315K | 0.21% | 51 |
|