AR
Advisory Research’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,188
| Closed | -$2.03M | – | 260 |
|
|
2023
Q4 | $2.03M | Sell |
24,188
-103,405
| -81% | -$8.67M | 0.31% | 80 |
|
|
2023
Q3 | $9.53M | Buy |
127,593
+3,825
| +3% | +$286K | 1.32% | 12 |
|
|
2023
Q2 | $10.5M | Buy |
123,768
+6,940
| +6% | +$586K | 1.34% | 12 |
|
|
2023
Q1 | $9.19M | Buy |
+116,828
| New | +$9.19M | 1.51% | 14 |
|