Bellevue Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-477
| Closed | -$38K | – | 556 |
|
|
2021
Q4 | $38K | Hold |
477
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $40K | Hold |
477
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $42K | Hold |
477
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $43K | Hold |
477
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $37K | Hold |
477
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $33K | Hold |
477
| – | – | 0.02% | 206 |
|
|
2020
Q2 | $34K | Hold |
477
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $32K | Hold |
477
| – | – | 0.03% | 213 |
|
|
2019
Q4 | $35K | Buy |
+477
| New | +$35K | 0.03% | 197 |
|