JFS Wealth Advisors’s Matthews International MATW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,250
| Closed | -$66K | – | 555 |
|
2017
Q4 | $66K | Hold |
1,250
| – | – | 0.02% | 233 |
|
2017
Q3 | $78K | Hold |
1,250
| – | – | 0.02% | 202 |
|
2017
Q2 | $77K | Hold |
1,250
| – | – | 0.02% | 192 |
|
2017
Q1 | $96K | Hold |
1,250
| – | – | 0.03% | 170 |
|
2016
Q4 | $96K | Hold |
1,250
| – | – | 0.03% | 170 |
|
2016
Q3 | $76K | Hold |
1,250
| – | – | 0.02% | 200 |
|
2016
Q2 | $70K | Hold |
1,250
| – | – | 0.02% | 227 |
|
2016
Q1 | $64K | Hold |
1,250
| – | – | 0.02% | 211 |
|
2015
Q4 | $67K | Hold |
1,250
| – | – | 0.02% | 221 |
|
2015
Q3 | $61K | Buy |
+1,250
| New | +$61K | 0.03% | 195 |
|