Mosaic Family Wealth’s Matrix Service MTRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-139
| Closed | -$2K | – | 720 |
|
|
2017
Q1 | $2K | Hold |
139
| – | – | ﹤0.01% | 678 |
|
|
2016
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 636 |
|
|
2016
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 673 |
|
|
2016
Q1 | $2K | Hold |
139
| – | – | ﹤0.01% | 712 |
|
|
2015
Q4 | $2K | Buy |
+139
| New | +$2K | ﹤0.01% | 695 |
|