Financial Synergies Wealth Advisors’s Materion MTRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$527 | – | 305 |
|
|
2024
Q1 | $527 | Hold |
4
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $351 | Hold |
4
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $408 | Hold |
4
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $457 | Hold |
4
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $464 | Hold |
4
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $351 | Hold |
4
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $320 | Hold |
4
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $295 | Buy |
+4
| New | +$295 | ﹤0.01% | 442 |
|