CreativeOne Wealth’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,338
| Closed | -$315K | – | 1117 |
|
|
2024
Q4 | $315K | Sell |
2,338
-40
| -2% | -$5.4K | 0.01% | 858 |
|
|
2024
Q3 | $339K | Buy |
2,378
+697
| +41% | +$99.4K | 0.01% | 745 |
|
|
2024
Q2 | $220K | Buy |
+1,681
| New | +$220K | 0.01% | 699 |
|
|
2022
Q2 | – | Sell |
-1,725
| Closed | -$208K | – | 769 |
|
|
2022
Q1 | $208K | Buy |
+1,725
| New | +$208K | 0.01% | 692 |
|