Portside Wealth Group’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,781
| Closed | -$247K | – | 391 |
|
|
2024
Q2 | $247K | Sell |
18,781
-649
| -3% | -$8.55K | 0.05% | 304 |
|
|
2024
Q1 | $396K | Buy |
19,430
+675
| +4% | +$13.8K | 0.07% | 239 |
|
|
2023
Q4 | $209K | Buy |
18,755
+1,567
| +9% | +$17.5K | 0.04% | 329 |
|
|
2023
Q3 | $144K | Sell |
17,188
-435
| -2% | -$3.64K | 0.03% | 329 |
|
|
2023
Q2 | $182K | Buy |
+17,623
| New | +$182K | 0.03% | 326 |
|