Coldstream Capital Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $58.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $227K | Sell |
|
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.05M | Buy |
|