Summit Global Investments’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,279
| Closed | -$710K | – | 550 |
|
|
2024
Q2 | $710K | Buy |
+8,279
| New | +$710K | 0.05% | 296 |
|
|
2022
Q1 | – | Sell |
-5,200
| Closed | -$414K | – | 528 |
|
|
2021
Q4 | $414K | Sell |
5,200
-2,400
| -32% | -$191K | 0.03% | 399 |
|
|
2021
Q3 | $632K | Sell |
7,600
-900
| -11% | -$74.8K | 0.05% | 268 |
|
|
2021
Q2 | $748K | Buy |
8,500
+1,547
| +22% | +$136K | 0.04% | 275 |
|
|
2021
Q1 | $619K | Sell |
6,953
-6,805
| -49% | -$606K | 0.04% | 293 |
|
|
2020
Q4 | $1.01M | Sell |
13,758
-327
| -2% | -$23.9K | 0.1% | 152 |
|
|
2020
Q3 | $964K | Buy |
14,085
+1,285
| +10% | +$87.9K | 0.1% | 141 |
|
|
2020
Q2 | $902K | Sell |
12,800
-100
| -0.8% | -$7.05K | 0.1% | 133 |
|
|
2020
Q1 | $751K | Buy |
+12,900
| New | +$751K | 0.11% | 115 |
|