Carroll Financial Associates’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1823 |
|
|
2021
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1671 |
|
|
2021
Q2 | – | Sell |
-2,558
| Closed | -$227K | – | 1794 |
|
|
2021
Q1 | $227K | Buy |
+2,558
| New | +$227K | 0.01% | 375 |
|
|
2018
Q4 | – | Sell |
-112
| Closed | -$7K | – | 1348 |
|
|
2018
Q3 | $7K | Sell |
112
-2
| -2% | -$125 | ﹤0.01% | 997 |
|
|
2018
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 950 |
|
|
2018
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 932 |
|
|
2017
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 889 |
|
|
2017
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 902 |
|
|
2017
Q2 | $7K | Sell |
114
-10
| -8% | -$614 | ﹤0.01% | 912 |
|
|
2017
Q1 | $7K | Sell |
124
-5
| -4% | -$282 | ﹤0.01% | 920 |
|
|
2016
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 879 |
|
|
2016
Q3 | $7K | Hold |
129
| – | – | ﹤0.01% | 892 |
|
|
2016
Q2 | $7K | Hold |
129
| – | – | ﹤0.01% | 867 |
|
|
2016
Q1 | $6K | Hold |
129
| – | – | ﹤0.01% | 866 |
|
|
2015
Q4 | $7K | Sell |
129
-49
| -28% | -$2.66K | ﹤0.01% | 806 |
|
|
2015
Q3 | $11K | Buy |
178
+61
| +52% | +$3.77K | ﹤0.01% | 705 |
|
|
2015
Q2 | $8K | Buy |
117
+68
| +139% | +$4.65K | ﹤0.01% | 756 |
|
|
2015
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 698 |
|