Values First Advisors’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,136
| Closed | -$201K | – | 163 |
|
|
2022
Q1 | $201K | Sell |
12,136
-6,357
| -34% | -$105K | 0.13% | 148 |
|
|
2021
Q4 | $286K | Buy |
18,493
+2,254
| +14% | +$34.9K | 0.17% | 133 |
|
|
2021
Q3 | $303K | Buy |
16,239
+8,198
| +102% | +$153K | 0.2% | 126 |
|
|
2021
Q2 | $339K | Buy |
+8,041
| New | +$339K | 0.23% | 124 |
|