Mount Yale Investment Advisors’s Matsons MATX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$84.7K	Buy	+761	New	+$84.7K	0.01%	694
2018 Q4	–	Sell	-1,517	Closed	-$62K	–	572
2018 Q3	$62K	Sell	1,517 -276	-15%	-$11.3K	0.01%	566
2018 Q2	$69K	Sell	1,793 -663	-27%	-$25.5K	0.01%	569
2018 Q1	$70K	Buy	+2,456	New	+$70K	0.02%	550