TWA
TCI Wealth Advisors’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-69
| Closed | -$4.12K | – | 1370 |
|
|
2023
Q1 | $4.12K | Sell |
69
-32
| -32% | -$1.91K | ﹤0.01% | 1662 |
|
|
2022
Q4 | $6.31K | Sell |
101
-122
| -55% | -$7.63K | ﹤0.01% | 1373 |
|
|
2022
Q3 | $14K | Buy |
223
+125
| +128% | +$7.85K | ﹤0.01% | 831 |
|
|
2022
Q2 | $7K | Sell |
98
-66
| -40% | -$4.71K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $20K | Buy |
164
+66
| +67% | +$8.05K | ﹤0.01% | 694 |
|
|
2021
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q3 | $8K | Buy |
98
+32
| +48% | +$2.61K | ﹤0.01% | 1251 |
|
|
2021
Q2 | $4K | Buy |
66
+39
| +144% | +$2.36K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1784 |
|
|
2020
Q2 | – | Sell |
-69
| Closed | -$2K | – | 1569 |
|
|
2020
Q1 | $2K | Buy |
69
+52
| +306% | +$1.51K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1245 |
|