Benjamin F. Edwards & Company’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 1853 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$8K | – | 1791 |
|
|
2023
Q2 | $8K | Hold |
98
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q1 | $8K | Sell |
98
-27
| -22% | -$2.2K | ﹤0.01% | 1446 |
|
|
2022
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 1453 |
|
|
2022
Q2 | – | Sell |
-79
| Closed | -$6K | – | 1861 |
|
|
2022
Q1 | $6K | Sell |
79
-46
| -37% | -$3.49K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $10K | Sell |
125
-101
| -45% | -$8.08K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $19K | Sell |
226
-1,429
| -86% | -$120K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $146K | Sell |
1,655
-685
| -29% | -$60.4K | 0.01% | 737 |
|
|
2021
Q1 | $208K | Sell |
2,340
-953
| -29% | -$84.7K | 0.01% | 664 |
|
|
2020
Q4 | $241K | Sell |
3,293
-943
| -22% | -$69K | 0.01% | 593 |
|
|
2020
Q3 | $290K | Sell |
4,236
-362
| -8% | -$24.8K | 0.02% | 508 |
|
|
2020
Q2 | $324K | Buy |
4,598
+19
| +0.4% | +$1.34K | 0.02% | 461 |
|
|
2020
Q1 | $267K | Buy |
4,579
+2,210
| +93% | +$129K | 0.02% | 455 |
|
|
2019
Q4 | $176K | Buy |
2,369
+2,293
| +3,017% | +$170K | 0.01% | 630 |
|
|
2019
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 1534 |
|
|
2019
Q2 | $5K | Buy |
76
+1
| +1% | +$66 | ﹤0.01% | 1618 |
|
|
2019
Q1 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1496 |
|