Coyle Financial Counsel’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,354
| Closed | -$1.38M | – | 66 |
|
|
2022
Q1 | $1.38M | Sell |
18,354
-122
| -0.7% | -$9.15K | 0.73% | 30 |
|
|
2021
Q4 | $1.47M | Sell |
18,476
-4,355
| -19% | -$347K | 0.86% | 27 |
|
|
2021
Q3 | $1.9M | Buy |
22,831
+6,015
| +36% | +$501K | 1.11% | 24 |
|
|
2021
Q2 | $1.48M | Buy |
+16,816
| New | +$1.48M | 0.89% | 29 |
|