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 |
|---|---|---|---|
Q3 2022Sep 30, 2022 | MRK Merck & Company, Inc. | Sell | -2,299-21.1% |
Q3 2022Sep 30, 2022 | DIS Walt Disney Company (The) | Sell | -2,352-17.4% |
Q3 2022Sep 30, 2022 | JPM JP Morgan Chase & Co. | Sell | -2,403-15.4% |
Q3 2022Sep 30, 2022 | USMV iShares MSCI USA Min Vol Factor | Sell | -2,519-27.1% |
Q3 2022Sep 30, 2022 | ARKK ARK Innovation ETF | Sell | -2,632-54.0% |
Q3 2022Sep 30, 2022 | XAR SPDR S&P Aerospace & Defense ET | Sell - Position Exit | -3,019-100.0% |
Q3 2022Sep 30, 2022 | VCR Vanguard Consumer Discretion ET | Sell - Position Exit | -3,105-100.0% |
Q3 2022Sep 30, 2022 | KRE SPDR S&P Regional Banking ETF | Sell - Position Exit | -3,200-100.0% |
Q3 2022Sep 30, 2022 | EFAV iShares MSCI EAFE Min Vol Facto | Sell - Position Exit | -3,279-100.0% |
Q3 2022Sep 30, 2022 | PYPL PayPal Holdings, Inc. | Sell - Position Exit | -3,468-100.0% |
Q3 2022Sep 30, 2022 | RSPH Invesco S&P 500 Equal Weight He | Sell - Position Exit | -3,787-100.0% |
Q3 2022Sep 30, 2022 | IJR iShares Core S&P Small-Cap ETF | Sell | -4,081-5.6% |
Q3 2022Sep 30, 2022 | MU Micron Technology, Inc. | Sell - Position Exit | -4,093-100.0% |
Q3 2022Sep 30, 2022 | DVY iShares Select Dividend ETF | Sell | -4,095-74.6% |
Q3 2022Sep 30, 2022 | CLOU Global X Cloud Computing ETF | Sell - Position Exit | -4,101-100.0% |
Q3 2022Sep 30, 2022 | NEE NextEra Energy, Inc. | Sell - Position Exit | -4,359-100.0% |
Q3 2022Sep 30, 2022 | FDN First Trust DJ Internet Index F | Sell - Position Exit | -4,596-100.0% |
Q3 2022Sep 30, 2022 | PFF iShares Preferred and Income Se | Sell | -4,606-4.3% |
Q3 2022Sep 30, 2022 | CMCSA Comcast Corporation | Sell - Position Exit | -5,365-100.0% |
Q3 2022Sep 30, 2022 | BRDG Bridge Investment Group Holding | Sell | -5,420-7.9% |
Q3 2022Sep 30, 2022 | INDS Pacer Industrial Real Estate ET | Sell - Position Exit | -5,444-100.0% |
Q3 2022Sep 30, 2022 | DIA SPDR Dow Jones Industrial Avera | Sell - Position Exit | -5,610-100.0% |
Q3 2022Sep 30, 2022 | DOW Dow Inc. | Sell - Position Exit | -7,099-100.0% |
Q3 2022Sep 30, 2022 | XLF SPDR Select Sector Fund - Finan | Sell | -7,117-35.9% |
Q3 2022Sep 30, 2022 | STWD STARWOOD PROPERTY TRUST, INC. S | Sell | -7,404-23.4% |
Q3 2022Sep 30, 2022 | PFE Pfizer, Inc. | Sell | -7,506-35.9% |
Q3 2022Sep 30, 2022 | KO Coca-Cola Company (The) | Sell - Position Exit | -7,592-100.0% |
Q3 2022Sep 30, 2022 | PARA Paramount Global | Sell - Position Exit | -8,811-100.0% |
Q3 2022Sep 30, 2022 | VWO Vanguard FTSE Emerging Markets | Sell | -9,393-6.6% |
Q3 2022Sep 30, 2022 | DSL DoubleLine Income Solutions Fun | Sell | -10,155-7.1% |