Wealthspire Advisors (Maryland)’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-107
| Closed | -$4K | – | 1381 |
|
|
2019
Q1 | $4K | Sell |
107
-43
| -29% | -$1.61K | ﹤0.01% | 1911 |
|
|
2018
Q4 | $5K | Buy |
150
+37
| +33% | +$1.23K | ﹤0.01% | 1734 |
|
|
2018
Q3 | $4K | Buy |
113
+17
| +18% | +$602 | ﹤0.01% | 1907 |
|
|
2018
Q2 | $4K | Buy |
96
+25
| +35% | +$1.04K | ﹤0.01% | 1888 |
|
|
2018
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 2184 |
|
|
2017
Q4 | $2K | Sell |
71
-60
| -46% | -$1.69K | ﹤0.01% | 2139 |
|
|
2017
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 1854 |
|
|
2017
Q2 | $4K | Buy |
131
+12
| +10% | +$366 | ﹤0.01% | 1827 |
|
|
2017
Q1 | $4K | Buy |
+119
| New | +$4K | ﹤0.01% | 1568 |
|
|
2016
Q1 | – | Sell |
-25
| Closed | -$1K | – | 1813 |
|
|
2015
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1636 |
|