Ashton Thomas Private Wealth’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-105
| Closed | -$9K | – | 1347 |
|
2024
Q2 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 1360 |
|
2022
Q2 | – | Sell |
-20,296
| Closed | -$1.52M | – | 468 |
|
2022
Q1 | $1.52M | Sell |
20,296
-584
| -3% | -$43.8K | 0.13% | 190 |
|
2021
Q4 | $1.66M | Sell |
20,880
-1,867
| -8% | -$149K | 0.16% | 159 |
|
2021
Q3 | $1.89M | Buy |
22,747
+5,954
| +35% | +$495K | 0.27% | 93 |
|
2021
Q2 | $1.48M | Buy |
+16,793
| New | +$1.48M | 0.23% | 115 |
|