Palo Capital’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,800
| Closed | -$833K | – | 176 |
|
2015
Q4 | $833K | Sell |
14,800
-6,905
| -32% | -$389K | 0.75% | 65 |
|
2015
Q3 | $1.29M | Buy |
21,705
+7,110
| +49% | +$424K | 1.13% | 28 |
|
2015
Q2 | $959K | Sell |
14,595
-4,410
| -23% | -$290K | 0.75% | 65 |
|
2015
Q1 | $1.27M | Sell |
19,005
-2,935
| -13% | -$196K | 1.03% | 39 |
|
2014
Q4 | $1.2M | Buy |
+21,940
| New | +$1.2M | 1.01% | 41 |
|