Sutton Wealth Advisors’s Matrix Service MTRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-917
| Closed | -$6.9K | – | 1682 |
|
|
2021
Q4 | $6.9K | Buy |
+917
| New | +$6.9K | ﹤0.01% | 1023 |
|
|
2020
Q3 | – | Sell |
-514
| Closed | -$5K | – | 1240 |
|
|
2020
Q2 | $5K | Sell |
514
-884
| -63% | -$8.59K | ﹤0.01% | 890 |
|
|
2020
Q1 | $13.2K | Buy |
1,398
+337
| +32% | +$3.19K | 0.01% | 583 |
|
|
2019
Q4 | $24.3K | Hold |
1,061
| – | – | 0.01% | 527 |
|
|
2019
Q3 | $18.2K | Hold |
1,061
| – | – | 0.01% | 612 |
|
|
2019
Q2 | $21.5K | Hold |
1,061
| – | – | 0.01% | 554 |
|
|
2019
Q1 | $20.8K | Hold |
1,061
| – | – | 0.01% | 557 |
|
|
2018
Q4 | $19K | Hold |
1,061
| – | – | 0.01% | 537 |
|
|
2018
Q3 | $26.2K | Hold |
1,061
| – | – | 0.02% | 492 |
|
|
2018
Q2 | $19.5K | Hold |
1,061
| – | – | 0.01% | 598 |
|
|
2018
Q1 | $14.5K | Hold |
1,061
| – | – | 0.01% | 685 |
|
|
2017
Q4 | $18.9K | Hold |
1,061
| – | – | 0.01% | 574 |
|
|
2017
Q3 | $16.1K | Buy |
+1,061
| New | +$16.1K | 0.01% | 612 |
|
|
2017
Q2 | – | Sell |
-652
| Closed | -$10.8K | – | 1099 |
|
|
2017
Q1 | $10.8K | Buy |
652
+332
| +104% | +$5.48K | 0.01% | 694 |
|
|
2016
Q4 | $7.26K | Hold |
320
| – | – | 0.01% | 767 |
|
|
2016
Q3 | $6K | Hold |
320
| – | – | 0.01% | 784 |
|
|
2016
Q2 | $5.28K | Hold |
320
| – | – | 0.01% | 769 |
|
|
2016
Q1 | $5.66K | Buy |
+320
| New | +$5.66K | 0.01% | 718 |
|