RBA
Richard Bernstein Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,660
| Closed | -$564K | – | 327 |
|
|
2018
Q4 | $564K | Hold |
8,660
| – | – | 0.02% | 299 |
|
|
2018
Q3 | $563K | Hold |
8,660
| – | – | 0.02% | 328 |
|
|
2018
Q2 | $538K | Buy |
8,660
+2,888
| +50% | +$179K | 0.02% | 314 |
|
|
2018
Q1 | $385K | Hold |
5,772
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $413K | Buy |
+5,772
| New | +$413K | 0.02% | 235 |
|