Bowling Portfolio Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,555
| Closed | -$1.01M | – | 368 |
|
|
2019
Q4 | $1.01M | Sell |
13,555
-7,143
| -35% | -$531K | 0.17% | 198 |
|
|
2019
Q3 | $1.6M | Buy |
+20,698
| New | +$1.6M | 0.27% | 116 |
|
|
2018
Q3 | – | Sell |
-11,292
| Closed | -$701K | – | 359 |
|
|
2018
Q2 | $701K | Sell |
11,292
-57
| -0.5% | -$3.54K | 0.1% | 273 |
|
|
2018
Q1 | $757K | Buy |
+11,349
| New | +$757K | 0.1% | 270 |
|