Northwestern Mutual Wealth Management’s Matrix Service MTRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$4K | – | 2342 |
|
|
2017
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1976 |
|
|
2017
Q1 | – | Sell |
-186
| Closed | -$4K | – | 2263 |
|
|
2016
Q4 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 1908 |
|
|
2016
Q3 | – | Sell |
-354
| Closed | -$6K | – | 1020 |
|
|
2016
Q2 | $6K | Buy |
354
+220
| +164% | +$3.73K | ﹤0.01% | 1535 |
|
|
2016
Q1 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 1900 |
|
|
2015
Q1 | – | Sell |
-47
| Closed | -$1K | – | 1717 |
|
|
2014
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1632 |
|