Watchtower Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94,009
| Closed | -$7.02M | – | 15 |
|
|
2023
Q3 | $7.02M | Sell |
94,009
-131,175
| -58% | -$9.8M | 6.93% | 7 |
|
|
2023
Q2 | $19M | Hold |
225,184
| – | – | 10.25% | 5 |
|
|
2023
Q1 | $17.7M | Buy |
225,184
+71,872
| +47% | +$5.66M | 11.5% | 5 |
|
|
2022
Q4 | $11.2M | Buy |
+153,312
| New | +$11.2M | 6.64% | 8 |
|