Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 139 | |
| Portfolio Value | $167.23M |
Matrix Private Capital Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2024Dec 31, 2024 | CSL Carlisle Companies Incorporated | Sell | -2-0.2% |
Q4 2024Dec 31, 2024 | MSFT Microsoft Corporation | Sell | -16-0.4% |
Q4 2024Dec 31, 2024 | INDA Ishares MSCI India ETF | Sell | -20-0.4% |
Q4 2024Dec 31, 2024 | AVGO Broadcom Inc. | Sell | -47-0.6% |
Q4 2024Dec 31, 2024 | IJT iShares S&P SmallCap 600 Growth | Sell | -75-32.2% |
Q4 2024Dec 31, 2024 | IWS iShares Russell Mid-cap Value E | Sell | -76-38.8% |
Q4 2024Dec 31, 2024 | IWP iShares Russell Midcap Growth E | Sell | -90-9.1% |
Q4 2024Dec 31, 2024 | IJS iShares S&P SmallCap 600 Value | Sell - Position Exit | -100-100.0% |
Q4 2024Dec 31, 2024 | EFG iShares MSCI EAFE Growth ETF | Sell | -100-6.4% |
Q4 2024Dec 31, 2024 | IWF iShares Russell 1000 Growth ETF | Sell | -109-2.1% |
Q4 2024Dec 31, 2024 | VHT Vanguard Health Care ETF | Sell | -124-4.1% |
Q4 2024Dec 31, 2024 | AAPL Apple Inc. | Sell | -142-0.9% |
Q4 2024Dec 31, 2024 | PFE Pfizer, Inc. | Sell | -149-1.6% |
Q4 2024Dec 31, 2024 | MPWR Monolithic Power Systems, Inc. | Sell - Position Exit | -218-100.0% |
Q4 2024Dec 31, 2024 | IWV iShares Russell 3000 ETF | Sell | -240-2.7% |
Q4 2024Dec 31, 2024 | GOOGL Alphabet Inc. | Sell | -250-4.1% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Sell | -299-7.9% |
Q4 2024Dec 31, 2024 | IVW iShares S&P 500 Growth ETF | Sell | -300-0.9% |
Q4 2024Dec 31, 2024 | EMLP First Trust North American Ener | Sell | -305-2.3% |
Q4 2024Dec 31, 2024 | PFF iShares Preferred and Income Se | Sell | -413-0.5% |
Q4 2024Dec 31, 2024 | BX Blackstone Inc. | Sell | -486-3.8% |
Q4 2024Dec 31, 2024 | HD Home Depot, Inc. (The) | Sell - Position Exit | -509-100.0% |
Q4 2024Dec 31, 2024 | LAC Lithium Americas Corp. | Sell | -520-2.7% |
Q4 2024Dec 31, 2024 | AMT American Tower Corporation (REI | Sell - Position Exit | -972-100.0% |
Q4 2024Dec 31, 2024 | IEFA iShares Core MSCI EAFE ETF | Sell | -1,104-0.8% |
Q4 2024Dec 31, 2024 | NVO Novo Nordisk A/S | Sell - Position Exit | -1,756-100.0% |
Q4 2024Dec 31, 2024 | XLE SPDR Select Sector Fund - Energ | Sell | -2,085-2.8% |
Q4 2024Dec 31, 2024 | CVS CVS Health Corporation | Sell | -4,518-38.5% |
Q4 2024Dec 31, 2024 | ECC Eagle Point Credit Company Inc. | Sell | -7,500-14.2% |
Q3 2024Sep 30, 2024 | BKLN Invesco Senior Loan ETF | Buy | +46,985+70.4% |