Kingswood Wealth Advisors’s Materion MTRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
11,918
-900
| -7% | -$71.4K | 0.07% | 272 |
|
|
2025
Q1 | $1.05M | Sell |
12,818
-550
| -4% | -$44.9K | 0.1% | 233 |
|
|
2024
Q4 | $1.32M | Sell |
13,368
-300
| -2% | -$29.7K | 0.1% | 215 |
|
|
2024
Q3 | $1.53M | Sell |
13,668
-100
| -0.7% | -$11.2K | 0.11% | 214 |
|
|
2024
Q2 | $1.49M | Buy |
13,768
+5,518
| +67% | +$597K | 0.13% | 156 |
|
|
2024
Q1 | $1.09M | Sell |
8,250
-7,800
| -49% | -$1.03M | 0.13% | 188 |
|
|
2023
Q4 | $2.09M | Hold |
16,050
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $1.64M | Buy |
16,050
+300
| +2% | +$30.6K | 0.28% | 97 |
|
|
2023
Q2 | $1.8M | Buy |
+15,750
| New | +$1.8M | 0.57% | 44 |
|