Wintrust Investments’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,760
| Closed | -$233K | – | 425 |
|
|
2023
Q2 | $233K | Sell |
2,760
-1,600
| -37% | -$135K | 0.02% | 381 |
|
|
2023
Q1 | $343K | Buy |
4,360
+150
| +4% | +$11.8K | 0.04% | 247 |
|
|
2022
Q4 | $309K | Sell |
4,210
-2,050
| -33% | -$150K | 0.04% | 286 |
|
|
2022
Q3 | $362K | Sell |
6,260
-4,950
| -44% | -$286K | 0.05% | 272 |
|
|
2022
Q2 | $701K | Sell |
11,210
-23,167
| -67% | -$1.45M | 0.08% | 187 |
|
|
2022
Q1 | $2.58M | Sell |
34,377
-4,000
| -10% | -$300K | 0.25% | 68 |
|
|
2021
Q4 | $3.06M | Buy |
38,377
+13,990
| +57% | +$1.11M | 0.29% | 54 |
|
|
2021
Q3 | $2.03M | Sell |
24,387
-5,513
| -18% | -$459K | 0.27% | 70 |
|
|
2021
Q2 | $2.63M | Buy |
29,900
+23,350
| +356% | +$2.05M | 0.27% | 73 |
|
|
2021
Q1 | $583K | Buy |
+6,550
| New | +$583K | 0.06% | 239 |
|
|
2019
Q3 | – | Sell |
-5,000
| Closed | -$376K | – | 372 |
|
|
2019
Q2 | $376K | Buy |
+5,000
| New | +$376K | 0.06% | 249 |
|