Harfst & Associates’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,569
| Closed | -$1.4M | – | 124 |
|
|
2021
Q4 | $1.4M | Buy |
17,569
+2,606
| +17% | +$208K | 0.36% | 54 |
|
|
2021
Q3 | $1.24M | Buy |
14,963
+679
| +5% | +$56.5K | 0.34% | 53 |
|
|
2021
Q2 | $1.26M | Sell |
14,284
-425
| -3% | -$37.4K | 0.36% | 53 |
|
|
2021
Q1 | $1.31M | Buy |
14,709
+2,091
| +17% | +$186K | 0.39% | 47 |
|
|
2020
Q4 | $923K | Buy |
12,618
+3,668
| +41% | +$268K | 0.34% | 53 |
|
|
2020
Q3 | $612K | Buy |
8,950
+1,651
| +23% | +$113K | 0.26% | 62 |
|
|
2020
Q2 | $514K | Sell |
7,299
-1
| -0% | -$70 | 0.22% | 67 |
|
|
2020
Q1 | $424K | Buy |
7,300
+711
| +11% | +$41.3K | 0.22% | 66 |
|
|
2019
Q4 | $490K | Buy |
+6,589
| New | +$490K | 0.19% | 67 |
|