Concentric Wealth Management’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.41M | Hold |
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|
2024
Q2 | $2.22M | Hold |
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|
2024
Q1 | $1.9M | Buy |
|
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|
2023
Q4 | $1.53M | Hold |
|
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|
2023
Q3 | $1.24M | Hold |
|
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $833K | Buy |
|
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|
2022
Q4 | $724K | Hold |
|
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $1.94M | Buy |
|
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|
2022
Q1 | $1.98M | Hold |
|
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.47M | Buy |
|