David Katz - Matrix Asset Advisors Inc

David Katz - Matrix Asset Advisors

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468

Holdings Activity Buys Sells History

Holding/activity history for United Community Financial (UCFC)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2000 Q1	0	0.00	Sell 100.00%	0.05			SEC
1999 Q4	15,887	0.05			$9.95	$158,000	SEC
1999 Q3	15,887	0.08			$13.78	$219,000	SEC
1999 Q2	15,887	0.08			$14.67	$233,000	SEC
1999 Q1	15,887	0.07			$11.77	$187,000	SEC