Bruderman Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $268K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $122K | Buy |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $117K | Sell |
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|
2018
Q2 | $119K | Buy |
|