Burney Company’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-6,645
| Closed | -$378K | – | 391 |
|
2016
Q3 | $378K | Sell |
6,645
-35
| -0.5% | -$1.99K | 0.03% | 290 |
|
2016
Q2 | $370K | Sell |
6,680
-1,025
| -13% | -$56.8K | 0.03% | 292 |
|
2016
Q1 | $406K | Sell |
7,705
-510
| -6% | -$26.9K | 0.03% | 288 |
|
2015
Q4 | $469K | Sell |
8,215
-50
| -0.6% | -$2.86K | 0.03% | 260 |
|
2015
Q3 | $492K | Buy |
8,265
+125
| +2% | +$7.44K | 0.04% | 254 |
|
2015
Q2 | $535K | Buy |
+8,140
| New | +$535K | 0.04% | 263 |
|