BAM
Baldrige Asset Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $16K | Hold |
200
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $15K | Hold |
200
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $12K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $16K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $17K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 247 |
|