Baker Tilly Wealth Management’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,354
| Closed | -$272K | – | 358 |
|
|
2024
Q1 | $272K | Sell |
13,354
-421
| -3% | -$8.58K | 0.05% | 364 |
|
|
2023
Q4 | $154K | Buy |
13,775
+1,660
| +14% | +$18.5K | 0.03% | 457 |
|
|
2023
Q3 | $100K | Sell |
12,115
-2,864
| -19% | -$23.7K | 0.02% | 449 |
|
|
2023
Q2 | $154K | Sell |
14,979
-1,191
| -7% | -$12.3K | 0.02% | 528 |
|
|
2023
Q1 | $242K | Sell |
16,170
-1,446
| -8% | -$21.7K | 0.03% | 487 |
|
|
2022
Q4 | $175K | Sell |
17,616
-2,159
| -11% | -$21.5K | 0.02% | 512 |
|
|
2022
Q3 | $173K | Buy |
19,775
+3,213
| +19% | +$28.1K | 0.02% | 485 |
|
|
2022
Q2 | $163K | Sell |
16,562
-822
| -5% | -$8.09K | 0.02% | 475 |
|
|
2022
Q1 | $288K | Buy |
17,384
+4,261
| +32% | +$70.6K | 0.03% | 435 |
|
|
2021
Q4 | $203K | Sell |
13,123
-4,390
| -25% | -$67.9K | 0.02% | 506 |
|
|
2021
Q3 | $327K | Buy |
17,513
+1,882
| +12% | +$35.1K | 0.04% | 405 |
|
|
2021
Q2 | $658K | Buy |
15,631
+1,323
| +9% | +$55.7K | 0.11% | 214 |
|
|
2021
Q1 | $507K | Buy |
+14,308
| New | +$507K | 0.1% | 238 |
|