Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-18,626
| Closed | -$449K | – | 268 |
|
|
2014
Q3 | $449K | Sell |
18,626
-19,511
| -51% | -$470K | 0.12% | 174 |
|
|
2014
Q2 | $1.25M | Buy |
38,137
+6,920
| +22% | +$227K | 0.34% | 85 |
|
|
2014
Q1 | $1.06M | Buy |
31,217
+1,708
| +6% | +$57.7K | 0.3% | 93 |
|
|
2013
Q4 | $721K | Buy |
29,509
+1,685
| +6% | +$41.2K | 0.2% | 136 |
|
|
2013
Q3 | $546K | Buy |
+27,824
| New | +$546K | 0.18% | 159 |
|