David Katz - Matrix Asset Advisors Inc

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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 Pimco Ny Municipal Income Fd (XPNFX)

← All XPNFX superinvestors

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2019 Q1	0	0.00	Sell 100.00%	0.03			SEC
2018 Q4	11,550	0.03	Buy	0.03	$11.69	$135,000	SEC