Bailard’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,500
| Closed | -$214K | – | 776 |
|
|
2024
Q2 | $214K | Buy |
+2,500
| New | +$214K | 0.01% | 659 |
|
|
2021
Q3 | – | Sell |
-3,500
| Closed | -$308K | – | 744 |
|
|
2021
Q2 | $308K | Buy |
+3,500
| New | +$308K | 0.01% | 515 |
|
|
2020
Q2 | – | Sell |
-4,665
| Closed | -$272K | – | 536 |
|
|
2020
Q1 | $272K | Buy |
+4,665
| New | +$272K | 0.02% | 342 |
|