Sageworth Trust’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-229
| Closed | -$18K | – | 608 |
|
|
2021
Q4 | $18K | Sell |
229
-769
| -77% | -$60.4K | ﹤0.01% | 198 |
|
|
2021
Q3 | $83K | Hold |
998
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $88K | Buy |
998
+120
| +14% | +$10.6K | 0.01% | 166 |
|
|
2021
Q1 | $78K | Buy |
+878
| New | +$78K | 0.01% | 143 |
|