Carson Wealth (CWM LLC)’s Matrix Service MTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
8,911
-1,091
| -11% | -$14.7K | ﹤0.01% | 2566 |
|
|
2025
Q1 | $124K | Buy |
10,002
+5,806
| +138% | +$72K | ﹤0.01% | 2242 |
|
|
2024
Q4 | $50K | Buy |
4,196
+167
| +4% | +$1.99K | ﹤0.01% | 2800 |
|
|
2024
Q3 | $46K | Buy |
4,029
+3,929
| +3,929% | +$44.9K | ﹤0.01% | 2751 |
|
|
2024
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4422 |
|
|
2022
Q1 | – | Sell |
-266
| Closed | -$2K | – | 3722 |
|
|
2021
Q4 | $2K | Buy |
+266
| New | +$2K | ﹤0.01% | 3135 |
|