Whittier Trust’s CareMax, Inc. Class A Common Stock CMAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-167
| Closed | -$10.6K | – | 1726 |
|
2023
Q3 | $10.6K | Hold |
167
| – | – | ﹤0.01% | 1251 |
|
2023
Q2 | $15.5K | Hold |
167
| – | – | ﹤0.01% | 1178 |
|
2023
Q1 | $13.4K | Hold |
167
| – | – | ﹤0.01% | 1248 |
|
2022
Q4 | $18.3K | Hold |
167
| – | – | ﹤0.01% | 1169 |
|
2022
Q3 | $35K | Hold |
167
| – | – | ﹤0.01% | 1037 |
|
2022
Q2 | $18K | Hold |
167
| – | – | ﹤0.01% | 1203 |
|
2022
Q1 | $37K | Hold |
167
| – | – | ﹤0.01% | 1047 |
|
2021
Q4 | $38K | Hold |
167
| – | – | ﹤0.01% | 1041 |
|
2021
Q3 | $48K | Buy |
167
+134
| +406% | +$38.5K | ﹤0.01% | 946 |
|
2021
Q2 | $13K | Buy |
+33
| New | +$13K | ﹤0.01% | 1234 |
|