Berman Capital Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $13K | Hold |
166
| – | – | ﹤0.01% | 1103 |
|
|
2021
Q2 | $14K | Hold |
166
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q1 | $14K | Hold |
166
| – | – | ﹤0.01% | 922 |
|
|
2020
Q4 | $12K | Buy |
166
+26
| +19% | +$1.88K | ﹤0.01% | 849 |
|
|
2020
Q3 | $9K | Buy |
140
+123
| +724% | +$7.91K | ﹤0.01% | 843 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1455 |
|