CWA
MTRX icon

CM Wealth Advisors’s Matrix Service MTRX Stock Holding History

CM Wealth Advisors’s Portfolio MTRX Stock Details MTRX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-304,596
Closed -$1.45M – 331
2023
Q1 		$1.45M Buy
+304,596
New +$1.45M 0.28% 82