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