Spire Wealth Management’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6
| Closed | -$796 | – | 2233 |
|
|
2024
Q2 | $796 | Hold |
6
| – | – | ﹤0.01% | 2146 |
|
|
2024
Q1 | $681 | Hold |
6
| – | – | ﹤0.01% | 2264 |
|
|
2023
Q4 | $723 | Hold |
6
| – | – | ﹤0.01% | 2313 |
|
|
2023
Q3 | $534 | Buy |
+6
| New | +$534 | ﹤0.01% | 2343 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$1.07K | – | 2471 |
|
|
2023
Q1 | $1.07K | Sell |
18
-68
| -79% | -$4.06K | ﹤0.01% | 2377 |
|
|
2022
Q4 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 1836 |
|
|
2022
Q3 | – | Sell |
-14,756
| Closed | -$1.08M | – | 2434 |
|
|
2022
Q2 | $1.08M | Buy |
14,756
+14,382
| +3,845% | +$1.05M | 0.04% | 319 |
|
|
2022
Q1 | $45K | Sell |
374
-15,194
| -98% | -$1.83M | ﹤0.01% | 1487 |
|
|
2021
Q4 | $1.4M | Buy |
15,568
+15,404
| +9,393% | +$1.39M | 0.03% | 378 |
|
|
2021
Q3 | $13K | Buy |
+164
| New | +$13K | ﹤0.01% | 2008 |
|