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Marin Bay Wealth Advisors, LLC → MTRX

Marin Bay Wealth Advisors, LLC MTRX Position History

Matrix Service Company

Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$718K
Q1 2026$746K
Q2 2026$875K
Q2 2026$875K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M4.6K——
Q2 2026$875K4.6K——
Q2 2026$875K4.6K——
Q1 2026$746K4.5K——
Q4 2025$718K5.8K——

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