Moody Aldrich Partners’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-26,768
| Closed | -$1.79M | – | 105 |
|
|
2018
Q1 | $1.79M | Buy |
26,768
+5,857
| +28% | +$391K | 1.15% | 42 |
|
|
2017
Q4 | $1.5M | Buy |
20,911
+3,968
| +23% | +$284K | 1.21% | 35 |
|
|
2017
Q3 | $1.09M | Buy |
16,943
+1,928
| +13% | +$124K | 1.12% | 41 |
|
|
2017
Q2 | $940K | Buy |
15,015
+3,580
| +31% | +$224K | 1.17% | 34 |
|
|
2017
Q1 | $711K | Sell |
11,435
-18,885
| -62% | -$1.17M | 1.22% | 29 |
|
|
2016
Q4 | $1.69M | Sell |
30,320
-18,900
| -38% | -$1.05M | 1.09% | 40 |
|
|
2016
Q3 | $2.78M | Buy |
49,220
+4,670
| +10% | +$264K | 1.94% | 9 |
|
|
2016
Q2 | $2.47M | Buy |
44,550
+29,745
| +201% | +$1.65M | 2.04% | 7 |
|
|
2016
Q1 | $779K | Buy |
+14,805
| New | +$779K | 1.64% | 16 |
|