EverSource Wealth Advisors’s Matrix Service MTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3K | Buy |
2,168
+38
| +2% | +$513 | ﹤0.01% | 1986 |
|
|
2025
Q1 | $26.5K | Buy |
2,130
+81
| +4% | +$1.01K | ﹤0.01% | 1542 |
|
|
2024
Q4 | $24.5K | Buy |
2,049
+49
| +2% | +$587 | ﹤0.01% | 1515 |
|
|
2024
Q3 | $23.1K | Hold |
2,000
| – | – | ﹤0.01% | 1421 |
|
|
2024
Q2 | $20.2K | Hold |
2,000
| – | – | ﹤0.01% | 1500 |
|
|
2024
Q1 | $22.5K | Hold |
2,000
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q4 | $19.6K | Hold |
2,000
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q3 | $23.6K | Hold |
2,000
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q2 | $11.8K | Hold |
2,000
| – | – | ﹤0.01% | 1374 |
|
|
2023
Q1 | $10.8K | Buy |
2,000
+350
| +21% | +$1.89K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $10.3K | Hold |
1,650
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q3 | $7K | Hold |
1,650
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q2 | $8K | Buy |
1,650
+1,000
| +154% | +$4.85K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $5K | Buy |
650
+500
| +333% | +$3.85K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 1711 |
|