SFM
Systematic Financial Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,805
| Closed | -$339K | – | 363 |
|
|
2020
Q2 | $339K | Sell |
4,805
-1,475
| -23% | -$104K | 0.02% | 230 |
|
|
2020
Q1 | $365K | Sell |
6,280
-1,825
| -23% | -$106K | 0.02% | 248 |
|
|
2019
Q4 | $603K | Buy |
8,105
+1,080
| +15% | +$80.4K | 0.02% | 351 |
|
|
2019
Q3 | $543K | Sell |
7,025
-5,525
| -44% | -$427K | 0.02% | 344 |
|
|
2019
Q2 | $910K | Sell |
12,550
-4,730
| -27% | -$343K | 0.04% | 376 |
|
|
2019
Q1 | $1.23M | Sell |
17,280
-210
| -1% | -$14.9K | 0.04% | 379 |
|
|
2018
Q4 | $1.14M | Sell |
17,490
-3,805
| -18% | -$248K | 0.04% | 384 |
|
|
2018
Q3 | $1.39M | Sell |
21,295
-150
| -0.7% | -$9.76K | 0.03% | 403 |
|
|
2018
Q2 | $1.33M | Sell |
21,445
-635
| -3% | -$39.4K | 0.03% | 458 |
|
|
2018
Q1 | $1.47M | Sell |
22,080
-1,020
| -4% | -$68.1K | 0.03% | 309 |
|
|
2017
Q4 | $1.65M | Sell |
23,100
-1,970
| -8% | -$141K | 0.03% | 308 |
|
|
2017
Q3 | $1.62M | Buy |
+25,070
| New | +$1.62M | 0.03% | 362 |
|