Creative Planning’s Matrix Service MTRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Buy |
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|
2025
Q2 | $176K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.48K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Sell |
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|
2015
Q4 | $9K | Buy |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | $9K | Hold |
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|
2014
Q3 | $10K | Sell |
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|
2014
Q2 | $16K | Buy |
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