Personal CFO Solutions’s Materion MTRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+2,630
| New | +$209K | 0.04% | 460 |
|
|
2025
Q1 | – | Sell |
-2,328
| Closed | -$230K | – | 480 |
|
|
2024
Q4 | $230K | Sell |
2,328
-34
| -1% | -$3.36K | 0.05% | 403 |
|
|
2024
Q3 | $264K | Buy |
2,362
+5
| +0.2% | +$559 | 0.04% | 461 |
|
|
2024
Q2 | $255K | Sell |
2,357
-715
| -23% | -$77.3K | 0.04% | 435 |
|
|
2024
Q1 | $405K | Buy |
3,072
+10
| +0.3% | +$1.32K | 0.06% | 308 |
|
|
2023
Q4 | $399K | Sell |
3,062
-334
| -10% | -$43.5K | 0.07% | 292 |
|
|
2023
Q3 | $346K | Buy |
3,396
+61
| +2% | +$6.22K | 0.07% | 292 |
|
|
2023
Q2 | $381K | Buy |
3,335
+56
| +2% | +$6.4K | 0.08% | 270 |
|
|
2023
Q1 | $380K | Buy |
3,279
+33
| +1% | +$3.83K | 0.08% | 256 |
|
|
2022
Q4 | $284K | Buy |
3,246
+168
| +5% | +$14.7K | 0.06% | 313 |
|
|
2022
Q3 | $246K | Sell |
3,078
-120
| -4% | -$9.59K | 0.06% | 299 |
|
|
2022
Q2 | $236K | Sell |
3,198
-148
| -4% | -$10.9K | 0.06% | 336 |
|
|
2022
Q1 | $287K | Buy |
3,346
+105
| +3% | +$9.01K | 0.06% | 345 |
|
|
2021
Q4 | $298K | Sell |
3,241
-29
| -0.9% | -$2.67K | 0.06% | 326 |
|
|
2021
Q3 | $224K | Buy |
3,270
+198
| +6% | +$13.6K | 0.05% | 394 |
|
|
2021
Q2 | $231K | Buy |
3,072
+40
| +1% | +$3.01K | 0.05% | 372 |
|
|
2021
Q1 | $201K | Buy |
+3,032
| New | +$201K | 0.04% | 384 |
|