BAM
Bruderman Asset Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,908
| Closed | -$218K | – | 69 |
|
|
2022
Q1 | $218K | Sell |
2,908
-423
| -13% | -$31.7K | 0.33% | 67 |
|
|
2021
Q4 | $265K | Sell |
3,331
-1,139
| -25% | -$90.6K | 0.2% | 84 |
|
|
2021
Q3 | $372K | Buy |
4,470
+358
| +9% | +$29.8K | 0.09% | 95 |
|
|
2021
Q2 | $362K | Buy |
4,112
+207
| +5% | +$18.2K | 0.11% | 59 |
|
|
2021
Q1 | $348K | Buy |
3,905
+241
| +7% | +$21.5K | 0.1% | 90 |
|
|
2020
Q4 | $268K | Buy |
+3,664
| New | +$268K | 0.08% | 90 |
|
|
2019
Q2 | – | Sell |
-1,725
| Closed | -$122K | – | 388 |
|
|
2019
Q1 | $122K | Buy |
1,725
+141
| +9% | +$9.97K | 0.03% | 170 |
|
|
2018
Q4 | $103K | Sell |
1,584
-210
| -12% | -$13.7K | 0.03% | 171 |
|
|
2018
Q3 | $117K | Sell |
1,794
-115
| -6% | -$7.5K | 0.03% | 143 |
|
|
2018
Q2 | $119K | Buy |
+1,909
| New | +$119K | 0.03% | 150 |
|