Assured Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,151
| Closed | -$791K | – | 1255 |
|
|
2018
Q4 | $791K | Sell |
12,151
-6,988
| -37% | -$455K | 0.02% | 491 |
|
|
2018
Q3 | $1.25M | Sell |
19,139
-51,832
| -73% | -$3.37M | 0.02% | 484 |
|
|
2018
Q2 | $4.41M | Buy |
70,971
+29,938
| +73% | +$1.86M | 0.08% | 248 |
|
|
2018
Q1 | $2.74M | Sell |
41,033
-19,979
| -33% | -$1.33M | 0.06% | 279 |
|
|
2017
Q4 | $4.37M | Buy |
61,012
+12,805
| +27% | +$917K | 0.09% | 226 |
|
|
2017
Q3 | $3.11M | Buy |
+48,207
| New | +$3.11M | 0.06% | 234 |
|