KA
Kaizen Advisory’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $856K | Sell |
13,151
-2,538
| -16% | -$165K | 0.59% | 24 |
|
|
2018
Q3 | $1.02M | Sell |
15,689
-892
| -5% | -$58K | 0.53% | 54 |
|
|
2018
Q2 | $1.03M | Buy |
16,581
+15,695
| +1,771% | +$975K | 0.52% | 83 |
|
|
2018
Q1 | $59K | Sell |
886
-16,509
| -95% | -$1.1M | 0.06% | 180 |
|
|
2017
Q4 | $1.25M | Buy |
+17,395
| New | +$1.25M | 0.74% | 42 |
|