Bernardo Wealth Planning’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,253
| Closed | -$288K | – | 175 |
|
|
2020
Q4 | $288K | Sell |
3,253
-36
| -1% | -$3.19K | 0.11% | 137 |
|
|
2020
Q3 | $222K | Sell |
3,289
-158
| -5% | -$10.7K | 0.1% | 142 |
|
|
2020
Q2 | $208K | Buy |
+3,447
| New | +$208K | 0.11% | 132 |
|
|
2020
Q1 | – | Sell |
-3,802
| Closed | -$233K | – | 172 |
|
|
2019
Q4 | $233K | Hold |
3,802
| – | – | 0.14% | 146 |
|
|
2019
Q3 | $220K | Sell |
3,802
-162
| -4% | -$9.37K | 0.16% | 137 |
|
|
2019
Q2 | $237K | Sell |
3,964
-126
| -3% | -$7.53K | 0.19% | 123 |
|
|
2019
Q1 | $217K | Sell |
4,090
-23
| -0.6% | -$1.22K | 0.17% | 130 |
|
|
2018
Q4 | $209K | Buy |
+4,113
| New | +$209K | 0.18% | 120 |
|