DC Investments Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,970
| Closed | -$632K | – | 208 |
|
|
2020
Q2 | $632K | Buy |
8,970
+2,440
| +37% | +$172K | 0.23% | 56 |
|
|
2020
Q1 | $380K | Buy |
6,530
+850
| +15% | +$49.5K | 0.31% | 127 |
|
|
2019
Q4 | $423K | Sell |
5,680
-2,120
| -27% | -$158K | 0.32% | 155 |
|
|
2019
Q3 | $603K | Sell |
7,800
-523
| -6% | -$40.4K | 0.35% | 55 |
|
|
2019
Q2 | $604K | Sell |
8,323
-767
| -8% | -$55.7K | 0.34% | 82 |
|
|
2019
Q1 | $645K | Hold |
9,090
| – | – | 0.41% | 76 |
|
|
2018
Q4 | $592K | Buy |
9,090
+1,110
| +14% | +$72.3K | 0.48% | 63 |
|
|
2018
Q3 | $519K | Sell |
7,980
-36
| -0.4% | -$2.34K | 0.35% | 150 |
|
|
2018
Q2 | $498K | Buy |
+8,016
| New | +$498K | 0.32% | 212 |
|
|
2018
Q1 | – | Sell |
-7,292
| Closed | -$522K | – | 311 |
|
|
2017
Q4 | $522K | Buy |
+7,292
| New | +$522K | 0.22% | 127 |
|