Manchester 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
Q1 | – | Sell |
-14
| Closed | -$1.18K | – | 1053 |
|
|
2023
Q4 | $1.18K | Sell |
14
-28
| -67% | -$2.35K | ﹤0.01% | 843 |
|
|
2023
Q3 | $3.14K | Hold |
42
| – | – | ﹤0.01% | 710 |
|
|
2023
Q2 | $3.55K | Hold |
42
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $3.31K | Buy |
42
+23
| +121% | +$1.81K | ﹤0.01% | 701 |
|
|
2022
Q4 | $1.39K | Sell |
19
-4
| -17% | -$293 | ﹤0.01% | 760 |
|
|
2022
Q3 | $1K | Buy |
23
+13
| +130% | +$565 | ﹤0.01% | 793 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 849 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$3K | – | 1096 |
|
|
2021
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 639 |
|