Commonwealth Equity Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,410
| Closed | -$459K | – | 2762 |
|
|
2017
Q4 | $459K | Buy |
6,410
+1,175
| +22% | +$84.1K | ﹤0.01% | 1747 |
|
|
2017
Q3 | $338K | Buy |
5,235
+1,120
| +27% | +$72.3K | ﹤0.01% | 1881 |
|
|
2017
Q2 | $258K | Buy |
+4,115
| New | +$258K | ﹤0.01% | 2032 |
|
|
2016
Q1 | – | Sell |
-9,099
| Closed | -$512K | – | 2243 |
|
|
2015
Q4 | $512K | Sell |
9,099
-2,099
| -19% | -$118K | ﹤0.01% | 1266 |
|
|
2015
Q3 | $667K | Buy |
+11,198
| New | +$667K | 0.01% | 1099 |
|