AE Wealth Management’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,655
| Closed | -$596K | – | 1707 |
|
2021
Q2 | $596K | Buy |
5,655
+148
| +3% | +$15.6K | 0.01% | 1079 |
|
2021
Q1 | $503K | Sell |
5,507
-2,328
| -30% | -$213K | 0.01% | 1025 |
|
2020
Q4 | $695K | Sell |
7,835
-4,318
| -36% | -$383K | 0.01% | 845 |
|
2020
Q3 | $822K | Sell |
12,153
-7,272
| -37% | -$492K | 0.01% | 693 |
|
2020
Q2 | $1.18M | Sell |
19,425
-8,425
| -30% | -$510K | 0.02% | 565 |
|
2020
Q1 | $1.35M | Buy |
27,850
+18,504
| +198% | +$900K | 0.03% | 408 |
|
2019
Q4 | $575K | Buy |
9,346
+3,440
| +58% | +$212K | 0.01% | 694 |
|
2019
Q3 | $342K | Sell |
5,906
-238
| -4% | -$13.8K | 0.01% | 732 |
|
2019
Q2 | $368K | Buy |
+6,144
| New | +$368K | 0.01% | 681 |
|
2018
Q2 | – | Sell |
-3,484
| Closed | -$210K | – | 490 |
|
2018
Q1 | $210K | Buy |
+3,484
| New | +$210K | 0.02% | 401 |
|