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 2020Jun 30, 2020 | IVW iShares S&P 500 Growth ETF | Sell | -166-1.9% |
Q2 2020Jun 30, 2020 | CDW CDW Corporation | Sell | -211-7.0% |
Q2 2020Jun 30, 2020 | VCIT Vanguard Intermediate-Term Corp | Sell | -215-10.7% |
Q2 2020Jun 30, 2020 | SAP SAP SE | Sell | -226-12.4% |
Q2 2020Jun 30, 2020 | BX Blackstone Inc. | Sell | -229-3.2% |
Q2 2020Jun 30, 2020 | VSS Vanguard FTSE All-Wld ex-US SmC | Sell | -238-14.6% |
Q2 2020Jun 30, 2020 | VDE Vanguard Energy ETF | Sell | -240-9.8% |
Q2 2020Jun 30, 2020 | SCZ iShares MSCI EAFE Small-Cap ETF | Sell | -291-40.1% |
Q2 2020Jun 30, 2020 | MO Altria Group, Inc. | Sell | -294-2.0% |
Q2 2020Jun 30, 2020 | USMV iShares MSCI USA Min Vol Factor | Sell | -294-2.5% |
Q2 2020Jun 30, 2020 | WRB W.R. Berkley Corporation | Sell | -308-5.3% |
Q2 2020Jun 30, 2020 | ANSS ANSYS, Inc. | Sell | -370-31.3% |
Q2 2020Jun 30, 2020 | VTI Vanguard Total Stock Market ETF | Sell - Position Exit | -396-100.0% |
Q2 2020Jun 30, 2020 | TSM Taiwan Semiconductor Manufactur | Sell | -453-5.2% |
Q2 2020Jun 30, 2020 | VFH Vanguard Financials ETF | Sell | -590-6.9% |
Q2 2020Jun 30, 2020 | MUB iShares National Muni Bond ETF | Sell | -719-9.9% |
Q2 2020Jun 30, 2020 | CWB SPDR Bloomberg Convertible Secu | Sell | -760-31.2% |
Q2 2020Jun 30, 2020 | INDA Ishares MSCI India ETF | Sell | -775-18.7% |
Q2 2020Jun 30, 2020 | VPU Vanguard Utilities ETF | Sell | -949-21.9% |
Q2 2020Jun 30, 2020 | T AT&T Inc. | Sell | -1,156-10.9% |
Q2 2020Jun 30, 2020 | LQD iShares iBoxx $ Investment Grad | Sell | -1,253-94.1% |
Q2 2020Jun 30, 2020 | EMLP First Trust North American Ener | Sell | -1,828-12.3% |
Q2 2020Jun 30, 2020 | ATR AptarGroup, Inc. | Sell - Position Exit | -2,139-100.0% |
Q2 2020Jun 30, 2020 | STWD STARWOOD PROPERTY TRUST, INC. S | Sell | -2,424-7.0% |
Q2 2020Jun 30, 2020 | STEW | Sell | -3,500-25.8% |
Q2 2020Jun 30, 2020 | SPLV Invesco S&P 500 Low Volatility | Sell | -4,191-22.6% |
Q2 2020Jun 30, 2020 | DVY iShares Select Dividend ETF | Sell | -5,783-26.6% |
Q1 2020Mar 31, 2020 | XETYX Eaton Vance Tax Managed Diversi | Buy - Position Entry | +39,771 |
Q1 2020Mar 31, 2020 | PFF iShares Preferred and Income Se | Buy | +37,786+194.3% |
Q1 2020Mar 31, 2020 | VWO Vanguard FTSE Emerging Markets | Buy | +30,992+68.4% |