Fernwood Investment Management’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$27.3K Buy
2016
Q1
Sell
2015
Q4
$772K Sell
2015
Q3
$913K Hold
2015
Q2
$1.01M Hold
2015
Q1
$1.02M Sell
2014
Q4
$868K Hold
2014
Q3
$635K Hold
2014
Q2
$681K Buy