Yorktown Management & Research Company’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,300
| Closed | -$331K | – | 215 |
|
2022
Q2 | $331K | Hold |
5,300
| – | – | 0.43% | 103 |
|
2022
Q1 | $397K | Hold |
5,300
| – | – | 0.34% | 121 |
|
2021
Q4 | $422K | Hold |
5,300
| – | – | 0.29% | 146 |
|
2021
Q3 | $441K | Hold |
5,300
| – | – | 0.33% | 126 |
|
2021
Q2 | $466K | Buy |
5,300
+2,000
| +61% | +$176K | 0.37% | 119 |
|
2021
Q1 | $294K | Hold |
3,300
| – | – | 0.24% | 148 |
|
2020
Q4 | $242K | Hold |
3,300
| – | – | 0.22% | 200 |
|
2020
Q3 | $226K | Hold |
3,300
| – | – | 0.21% | 232 |
|
2020
Q2 | $232K | Buy |
+3,300
| New | +$232K | 0.21% | 243 |
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$245K | – | 286 |
|
2019
Q4 | $245K | Hold |
3,300
| – | – | 0.13% | 234 |
|
2019
Q3 | $255K | Sell |
3,300
-1,300
| -28% | -$100K | 0.14% | 222 |
|
2019
Q2 | $334K | Hold |
4,600
| – | – | 0.13% | 207 |
|
2019
Q1 | $327K | Hold |
4,600
| – | – | 0.11% | 230 |
|
2018
Q4 | $299K | Hold |
4,600
| – | – | 0.1% | 215 |
|
2018
Q3 | $299K | Hold |
4,600
| – | – | 0.09% | 285 |
|
2018
Q2 | $286K | Sell |
4,600
-10,950
| -70% | -$681K | 0.08% | 288 |
|
2018
Q1 | $1.04M | Hold |
15,550
| – | – | 0.31% | 82 |
|
2017
Q4 | $1.11M | Buy |
15,550
+4,600
| +42% | +$329K | 0.32% | 81 |
|
2017
Q3 | $706K | Buy |
+10,950
| New | +$706K | 0.19% | 88 |
|