WCM Investment Management’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-137,421
| Closed | -$11.4M | – | 212 |
|
|
2021
Q3 | $11.4M | Buy |
137,421
+44,964
| +49% | +$3.74M | 0.03% | 117 |
|
|
2021
Q2 | $8.13M | Buy |
92,457
+3,587
| +4% | +$316K | 0.02% | 129 |
|
|
2021
Q1 | $7.91M | Sell |
88,870
-1,685
| -2% | -$150K | 0.02% | 123 |
|
|
2020
Q4 | $6.63M | Sell |
90,555
-140
| -0.2% | -$10.2K | 0.02% | 134 |
|
|
2020
Q3 | $6.2M | Buy |
90,695
+2,318
| +3% | +$159K | 0.02% | 125 |
|
|
2020
Q2 | $6.23M | Buy |
88,377
+6,498
| +8% | +$458K | 0.02% | 118 |
|
|
2020
Q1 | $4.77M | Buy |
81,879
+20,396
| +33% | +$1.19M | 0.03% | 109 |
|
|
2019
Q4 | $4.57M | Buy |
+61,483
| New | +$4.57M | 0.02% | 120 |
|
|
2018
Q4 | – | Sell |
-130,918
| Closed | -$8.52M | – | 82 |
|
|
2018
Q3 | $8.52M | Buy |
130,918
+25,824
| +25% | +$1.68M | 0.08% | 40 |
|
|
2018
Q2 | $6.53M | Sell |
105,094
-14,108
| -12% | -$876K | 0.07% | 41 |
|
|
2018
Q1 | $7.96M | Sell |
119,202
-32,953
| -22% | -$2.2M | 0.07% | 43 |
|
|
2017
Q4 | $10.9M | Buy |
152,155
+125,139
| +463% | +$8.96M | 0.12% | 39 |
|
|
2017
Q3 | $1.74M | Buy |
27,016
+1,685
| +7% | +$109K | 0.02% | 67 |
|
|
2017
Q2 | $1.59M | Buy |
25,331
+920
| +4% | +$57.6K | 0.02% | 65 |
|
|
2017
Q1 | $1.52M | Buy |
24,411
+1,700
| +7% | +$106K | 0.02% | 93 |
|
|
2016
Q4 | $1.27M | Buy |
22,711
+13,565
| +148% | +$757K | 0.02% | 105 |
|
|
2016
Q3 | $517K | Buy |
+9,146
| New | +$517K | 0.01% | 146 |
|