Essex Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,498
| Closed | -$300K | – | 418 |
|
|
2018
Q1 | $300K | Sell |
4,498
-1,868
| -29% | -$125K | 0.04% | 311 |
|
|
2017
Q4 | $456K | Sell |
6,366
-84
| -1% | -$6.02K | 0.06% | 274 |
|
|
2017
Q3 | $416K | Hold |
6,450
| – | – | 0.06% | 283 |
|
|
2017
Q2 | $404K | Sell |
6,450
-232
| -3% | -$14.5K | 0.06% | 268 |
|
|
2017
Q1 | $416K | Buy |
6,682
+83
| +1% | +$5.17K | 0.07% | 279 |
|
|
2016
Q4 | $368K | Sell |
6,599
-80
| -1% | -$4.46K | 0.06% | 278 |
|
|
2016
Q3 | $378K | Sell |
6,679
-863
| -11% | -$48.8K | 0.06% | 280 |
|
|
2016
Q2 | $418K | Sell |
7,542
-99
| -1% | -$5.49K | 0.07% | 258 |
|
|
2016
Q1 | $402K | Sell |
7,641
-25
| -0.3% | -$1.32K | 0.07% | 258 |
|
|
2015
Q4 | $431K | Sell |
7,666
-210
| -3% | -$11.8K | 0.07% | 251 |
|
|
2015
Q3 | $469K | Buy |
7,876
+1,790
| +29% | +$107K | 0.08% | 233 |
|
|
2015
Q2 | $400K | Sell |
6,086
-164
| -3% | -$10.8K | 0.06% | 250 |
|
|
2015
Q1 | $417K | Hold |
6,250
| – | – | 0.06% | 249 |
|
|
2014
Q4 | $343K | Sell |
6,250
-21
| -0.3% | -$1.15K | 0.05% | 264 |
|
|
2014
Q3 | $252K | Sell |
6,271
-40
| -0.6% | -$1.61K | 0.04% | 307 |
|
|
2014
Q2 | $271K | Sell |
6,311
-30
| -0.5% | -$1.29K | 0.04% | 311 |
|
|
2014
Q1 | $284K | Sell |
6,341
-1,678
| -21% | -$75.2K | 0.04% | 302 |
|
|
2013
Q4 | $353K | Sell |
8,019
-57
| -0.7% | -$2.51K | 0.05% | 304 |
|
|
2013
Q3 | $364K | Buy |
+8,076
| New | +$364K | 0.06% | 285 |
|