BDO Wealth Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.5K | Hold |
159
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $12.5K | Buy |
159
+1
| +0.6% | +$79 | ﹤0.01% | 662 |
|
|
2022
Q4 | $11.6K | Hold |
158
| – | – | ﹤0.01% | 661 |
|
|
2022
Q3 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 728 |
|
|
2020
Q1 | – | Sell |
-51
| Closed | -$4K | – | 791 |
|
|
2019
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 520 |
|
|
2019
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 504 |
|