IFP Advisors’s Matrix Service MTRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$12 | – | 4177 |
|
|
2025
Q1 | $12 | Hold |
1
| – | – | ﹤0.01% | 4217 |
|
|
2024
Q4 | $12 | Buy |
+1
| New | +$12 | ﹤0.01% | 4518 |
|
|
2019
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 3001 |
|
|
2018
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 3697 |
|
|
2018
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 3888 |
|
|
2018
Q2 | $0 | Sell |
16
-101
| -86% | – | ﹤0.01% | 3942 |
|
|
2018
Q1 | $2K | Hold |
117
| – | – | ﹤0.01% | 3517 |
|
|
2017
Q4 | $2K | Sell |
117
-600
| -84% | -$10.3K | ﹤0.01% | 3517 |
|
|
2017
Q3 | $11K | Hold |
717
| – | – | ﹤0.01% | 2925 |
|
|
2017
Q2 | $7K | Sell |
717
-221
| -24% | -$2.16K | ﹤0.01% | 3199 |
|
|
2017
Q1 | $15K | Sell |
938
-3
| -0.3% | -$48 | ﹤0.01% | 2651 |
|
|
2016
Q4 | $21K | Sell |
941
-26
| -3% | -$580 | ﹤0.01% | 2410 |
|
|
2016
Q3 | $18K | Buy |
967
+30
| +3% | +$558 | ﹤0.01% | 2453 |
|
|
2016
Q2 | $15K | Buy |
937
+921
| +5,756% | +$14.7K | ﹤0.01% | 2527 |
|
|
2016
Q1 | $0 | Sell |
16
-223
| -93% | – | ﹤0.01% | 3019 |
|
|
2015
Q4 | $5K | Buy |
+239
| New | +$5K | ﹤0.01% | 2955 |
|