- Portfolio
- Activity
David Katz Holdings Activity
Matrix Advisors Value Fund Portfolio 13F
Matrix Advisors Value Fund has disclosed a total of 20 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 12 and completely sold out 2 position(s).
What stocks is David Katz buying now?
In the recent quarter David Katz has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (PNC) PNC FINANCIAL SERVICES GROUP (new buy), (GILD) GILEAD SCIENCES INC (added shares +146.67%), (AMZN) AMAZONCOM INC (added shares +72.02%), (META) META PLATFORMS INC-CLASS A (added shares +70.86%) and (PYPL) PAYPAL HOLDINGS INC (added shares +13.56%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.