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 |
|---|---|---|---|
Q2 2021Jun 30, 2021 | AAPL Apple Inc. | Sell | -1,094-2.8% |
Q2 2021Jun 30, 2021 | VZ Verizon Communications Inc. | Sell | -1,115-6.4% |
Q2 2021Jun 30, 2021 | JPM JP Morgan Chase & Co. | Sell | -1,221-7.4% |
Q2 2021Jun 30, 2021 | KO Coca-Cola Company (The) | Sell | -1,410-18.3% |
Q2 2021Jun 30, 2021 | MPLX MPLX LP | Sell | -1,528-10.7% |
Q2 2021Jun 30, 2021 | IAI iShares U.S. Broker-Dealers & S | Sell - Position Exit | -1,537-100.0% |
Q2 2021Jun 30, 2021 | EPD Enterprise Products Partners L. | Sell | -1,549-3.1% |
Q2 2021Jun 30, 2021 | CMCSA Comcast Corporation | Sell | -1,560-25.6% |
Q2 2021Jun 30, 2021 | PFE Pfizer, Inc. | Sell | -1,820-8.8% |
Q2 2021Jun 30, 2021 | MSI Motorola Solutions, Inc. | Sell - Position Exit | -1,891-100.0% |
Q2 2021Jun 30, 2021 | ITCI Intra-Cellular Therapies Inc. | Sell | -2,200-21.8% |
Q2 2021Jun 30, 2021 | JNJ Johnson & Johnson | Sell | -2,908-53.4% |
Q2 2021Jun 30, 2021 | SKYY First Trust Cloud Computing ETF | Sell - Position Exit | -3,079-100.0% |
Q2 2021Jun 30, 2021 | PJP Invesco Pharmaceuticals ETF | Sell - Position Exit | -3,197-100.0% |
Q2 2021Jun 30, 2021 | INTC Intel Corporation | Sell - Position Exit | -3,414-100.0% |
Q2 2021Jun 30, 2021 | SYK Stryker Corporation | Sell - Position Exit | -3,473-100.0% |
Q2 2021Jun 30, 2021 | VOX Vanguard Communication Services | Sell | -3,504-81.3% |
Q2 2021Jun 30, 2021 | NAD Nuveen Quality Municipal Income | Sell | -4,105-23.6% |
Q2 2021Jun 30, 2021 | KFY Korn Ferry | Sell - Position Exit | -4,424-100.0% |
Q2 2021Jun 30, 2021 | XLK SPDR Select Sector Fund - Techn | Sell | -6,753-96.4% |
Q2 2021Jun 30, 2021 | UNFI United Natural Foods, Inc. | Sell | -7,300-16.5% |
Q2 2021Jun 30, 2021 | EIM 100401 | Sell - Position Exit | -16,599-100.0% |
Q1 2021Mar 31, 2021 | XETYX Eaton Vance Tax Managed Diversi | Buy | +88,151+41.2% |
Q1 2021Mar 31, 2021 | PSLV Sprott Physical Silver Trust | Buy - Position Entry | +58,500 |
Q1 2021Mar 31, 2021 | HQH Tekla Healthcare Investors | Buy - Position Entry | +38,895 |
Q1 2021Mar 31, 2021 | DSL DoubleLine Income Solutions Fun | Buy | +27,352+18.5% |
Q1 2021Mar 31, 2021 | VWO Vanguard FTSE Emerging Markets | Buy | +26,302+23.6% |
Q1 2021Mar 31, 2021 | PLTR Palantir Technologies Inc. | Buy - Position Entry | +23,875 |
Q1 2021Mar 31, 2021 | DSU Blackrock Debt Strategies Fund, | Buy | +20,500+23.2% |
Q1 2021Mar 31, 2021 | BKLN Invesco Senior Loan ETF | Buy | +19,800+24.4% |