Hilton Capital Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,924
| Closed | -$1.39M | – | 176 |
|
|
2024
Q3 | $1.39M | Sell |
14,924
-5,792
| -28% | -$540K | 0.11% | 116 |
|
|
2024
Q2 | $1.78M | Buy |
20,716
+536
| +3% | +$45.9K | 0.15% | 94 |
|
|
2024
Q1 | $1.69M | Buy |
20,180
+11,426
| +131% | +$959K | 0.15% | 100 |
|
|
2023
Q4 | $734K | Buy |
8,754
+5,887
| +205% | +$494K | 0.08% | 89 |
|
|
2023
Q3 | $214K | Sell |
2,867
-31
| -1% | -$2.32K | 0.03% | 100 |
|
|
2023
Q2 | $245K | Buy |
+2,898
| New | +$245K | 0.03% | 93 |
|