Westfield Capital Management’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-33,800
| Closed | -$382K | – | 264 |
|
2024
Q4 | $382K | Hold |
33,800
| – | – | ﹤0.01% | 232 |
|
2024
Q3 | $612K | Hold |
33,800
| – | – | ﹤0.01% | 234 |
|
2024
Q2 | $445K | Buy |
33,800
+15,950
| +89% | +$210K | ﹤0.01% | 236 |
|
2024
Q1 | $364K | Buy |
+17,850
| New | +$364K | ﹤0.01% | 241 |
|
2022
Q2 | – | Sell |
-20,780
| Closed | -$344K | – | 246 |
|
2022
Q1 | $344K | Buy |
+20,780
| New | +$344K | ﹤0.01% | 234 |
|