Belpointe Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,089
| Closed | -$243K | – | 2252 |
|
|
2023
Q1 | $243K | Buy |
3,089
+224
| +8% | +$17.6K | 0.01% | 845 |
|
|
2022
Q4 | $210K | Buy |
2,865
+70
| +3% | +$5.13K | 0.01% | 880 |
|
|
2022
Q3 | $162K | Buy |
2,795
+215
| +8% | +$12.5K | 0.01% | 931 |
|
|
2022
Q2 | $161K | Sell |
2,580
-343
| -12% | -$21.4K | 0.01% | 911 |
|
|
2022
Q1 | $219K | Hold |
2,923
| – | – | 0.01% | 866 |
|
|
2021
Q4 | $233K | Sell |
2,923
-55
| -2% | -$4.38K | 0.01% | 834 |
|
|
2021
Q3 | $248K | Buy |
2,978
+112
| +4% | +$9.33K | 0.02% | 775 |
|
|
2021
Q2 | $252K | Buy |
2,866
+166
| +6% | +$14.6K | 0.02% | 737 |
|
|
2021
Q1 | $240K | Hold |
2,700
| – | – | 0.02% | 683 |
|
|
2020
Q4 | $198K | Sell |
2,700
-6
| -0.2% | -$440 | 0.02% | 694 |
|
|
2020
Q3 | $185K | Hold |
2,706
| – | – | 0.02% | 578 |
|
|
2020
Q2 | $190K | Sell |
2,706
-658
| -20% | -$46.2K | 0.02% | 539 |
|
|
2020
Q1 | $196K | Sell |
3,364
-7
| -0.2% | -$408 | 0.03% | 434 |
|
|
2019
Q4 | $251K | Sell |
3,371
-493
| -13% | -$36.7K | 0.03% | 480 |
|
|
2019
Q3 | $299K | Sell |
3,864
-300
| -7% | -$23.2K | 0.05% | 388 |
|
|
2019
Q2 | $302K | Sell |
4,164
-20
| -0.5% | -$1.45K | 0.06% | 329 |
|
|
2019
Q1 | $297K | Buy |
4,184
+5
| +0.1% | +$355 | 0.06% | 247 |
|
|
2018
Q4 | $272K | Buy |
4,179
+15
| +0.4% | +$976 | 0.07% | 291 |
|
|
2018
Q3 | $271K | Hold |
4,164
| – | – | 0.04% | 383 |
|
|
2018
Q2 | $259K | Hold |
4,164
| – | – | 0.07% | 288 |
|
|
2018
Q1 | $278K | Hold |
4,164
| – | – | 0.08% | 263 |
|
|
2017
Q4 | $298K | Hold |
4,164
| – | – | 0.07% | 343 |
|
|
2017
Q3 | $269K | Buy |
+4,164
| New | +$269K | 0.06% | 339 |
|