Fernwood Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-325
| Closed | -$27.3K | – | 502 |
|
|
2024
Q1 | $27.3K | Buy |
+325
| New | +$27.3K | 0.01% | 412 |
|
|
2016
Q1 | – | Sell |
-13,725
| Closed | -$772K | – | 127 |
|
|
2015
Q4 | $772K | Sell |
13,725
-1,600
| -10% | -$90K | 0.66% | 45 |
|
|
2015
Q3 | $913K | Hold |
15,325
| – | – | 0.8% | 41 |
|
|
2015
Q2 | $1.01M | Hold |
15,325
| – | – | 0.79% | 42 |
|
|
2015
Q1 | $1.02M | Sell |
15,325
-500
| -3% | -$33.4K | 0.84% | 41 |
|
|
2014
Q4 | $868K | Hold |
15,825
| – | – | 0.74% | 44 |
|
|
2014
Q3 | $635K | Hold |
15,825
| – | – | 0.55% | 55 |
|
|
2014
Q2 | $681K | Buy |
+15,825
| New | +$681K | 0.56% | 52 |
|