Advisory Services Network’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$838 | – | 2797 |
|
|
2023
Q4 | $838 | Buy |
+10
| New | +$838 | ﹤0.01% | 3567 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$157 | – | 2771 |
|
|
2023
Q1 | $157 | Buy |
+2
| New | +$157 | ﹤0.01% | 3873 |
|
|
2021
Q3 | – | Sell |
-526
| Closed | -$46K | – | 2512 |
|
|
2021
Q2 | $46K | Buy |
+526
| New | +$46K | ﹤0.01% | 2049 |
|
|
2021
Q1 | – | Sell |
-433
| Closed | -$32K | – | 2450 |
|
|
2020
Q4 | $32K | Sell |
433
-110
| -20% | -$8.13K | ﹤0.01% | 1909 |
|
|
2020
Q3 | $37K | Buy |
+543
| New | +$37K | ﹤0.01% | 1741 |
|
|
2020
Q2 | – | Sell |
-437
| Closed | -$26K | – | 2084 |
|
|
2020
Q1 | $26K | Sell |
437
-138
| -24% | -$8.21K | ﹤0.01% | 1718 |
|
|
2019
Q4 | $42K | Sell |
575
-18
| -3% | -$1.32K | ﹤0.01% | 1587 |
|
|
2019
Q3 | $43K | Hold |
593
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q2 | $43K | Buy |
593
+494
| +499% | +$35.8K | ﹤0.01% | 1433 |
|
|
2019
Q1 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 1987 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 2575 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2373 |
|
|
2018
Q1 | $1K | Sell |
14
-1,168
| -99% | -$83.4K | ﹤0.01% | 2488 |
|
|
2017
Q4 | $85K | Sell |
1,182
-50
| -4% | -$3.6K | 0.01% | 1040 |
|
|
2017
Q3 | $79K | Hold |
1,232
| – | – | 0.01% | 940 |
|
|
2017
Q2 | $77K | Hold |
1,232
| – | – | 0.01% | 916 |
|
|
2017
Q1 | $77K | Buy |
+1,232
| New | +$77K | 0.01% | 868 |
|
|
2016
Q3 | $68K | Buy |
1,196
+276
| +30% | +$15.7K | 0.01% | 779 |
|
|
2016
Q2 | $51K | Sell |
920
-50
| -5% | -$2.77K | 0.01% | 782 |
|
|
2016
Q1 | $51K | Hold |
970
| – | – | 0.01% | 658 |
|
|
2015
Q4 | $55K | Buy |
+970
| New | +$55K | 0.02% | 560 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$3K | – | 1569 |
|
|
2015
Q2 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 1201 |
|
|
2015
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 910 |
|
|
2014
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 859 |
|
|
2014
Q1 | – | Sell |
-121
| Closed | -$5K | – | 576 |
|
|
2013
Q4 | $5K | Buy |
+121
| New | +$5K | ﹤0.01% | 800 |
|