Triad Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,722
| Closed | -$1.32M | – | 58 |
|
|
2023
Q1 | $1.32M | Buy |
16,722
+141
| +0.9% | +$11.1K | 1.91% | 21 |
|
|
2022
Q4 | $1.22M | Buy |
16,581
+44
| +0.3% | +$3.23K | 1.9% | 20 |
|
|
2022
Q3 | $957K | Sell |
16,537
-9,479
| -36% | -$549K | 1.66% | 25 |
|
|
2022
Q2 | $1.63M | Sell |
26,016
-9,365
| -26% | -$585K | 2.41% | 20 |
|
|
2022
Q1 | $2.65M | Buy |
35,381
+1,137
| +3% | +$85.2K | 2.51% | 20 |
|
|
2021
Q4 | $2.73M | Buy |
+34,244
| New | +$2.73M | 2.48% | 21 |
|