Counsel Portfolio Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,700
| Closed | -$309K | – | 311 |
|
|
2015
Q2 | $309K | Hold |
4,700
| – | – | 0.03% | 262 |
|
|
2015
Q1 | $314K | Sell |
4,700
-4,800
| -51% | -$321K | 0.03% | 259 |
|
|
2014
Q4 | $521K | Hold |
9,500
| – | – | 0.05% | 216 |
|
|
2014
Q3 | $381K | Hold |
9,500
| – | – | 0.04% | 248 |
|
|
2014
Q2 | $409K | Buy |
+9,500
| New | +$409K | 0.04% | 294 |
|