CI
Cavalier Investments’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,792
| Closed | -$2.12M | – | 81 |
|
|
2024
Q3 | $2.12M | Buy |
22,792
+1,380
| +6% | +$129K | 0.65% | 44 |
|
|
2024
Q2 | $1.84M | Buy |
21,412
+620
| +3% | +$53.1K | 0.56% | 46 |
|
|
2024
Q1 | $1.74M | Buy |
20,792
+1,129
| +6% | +$94.7K | 0.64% | 44 |
|
|
2023
Q4 | $1.65M | Buy |
19,663
+463
| +2% | +$38.8K | 0.61% | 48 |
|
|
2023
Q3 | $1.43M | Buy |
19,200
+699
| +4% | +$52.2K | 0.56% | 57 |
|
|
2023
Q2 | $1.56M | Buy |
+18,501
| New | +$1.56M | 0.57% | 52 |
|