Creative Planning’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,275
| Closed | -$977K | – | 2162 |
|
|
2021
Q2 | $977K | Sell |
9,275
-2,114
| -19% | -$223K | ﹤0.01% | 943 |
|
|
2021
Q1 | $1.04M | Buy |
11,389
+1,271
| +13% | +$116K | ﹤0.01% | 996 |
|
|
2020
Q4 | $897K | Buy |
10,118
+216
| +2% | +$19.1K | ﹤0.01% | 994 |
|
|
2020
Q3 | $670K | Buy |
9,902
+1,761
| +22% | +$119K | ﹤0.01% | 970 |
|
|
2020
Q2 | $493K | Buy |
8,141
+77
| +1% | +$4.66K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $392K | Sell |
8,064
-4,219
| -34% | -$205K | ﹤0.01% | 1052 |
|
|
2019
Q4 | $756K | Sell |
12,283
-69
| -0.6% | -$4.25K | ﹤0.01% | 912 |
|
|
2019
Q3 | $715K | Buy |
12,352
+199
| +2% | +$11.5K | ﹤0.01% | 894 |
|
|
2019
Q2 | $727K | Buy |
12,153
+1,737
| +17% | +$104K | ﹤0.01% | 887 |
|
|
2019
Q1 | $554K | Sell |
10,416
-237
| -2% | -$12.6K | ﹤0.01% | 972 |
|
|
2018
Q4 | $542K | Sell |
10,653
-126
| -1% | -$6.41K | ﹤0.01% | 922 |
|
|
2018
Q3 | $608K | Sell |
10,779
-230
| -2% | -$13K | ﹤0.01% | 970 |
|
|
2018
Q2 | $646K | Buy |
11,009
+4,098
| +59% | +$240K | ﹤0.01% | 941 |
|
|
2018
Q1 | $416K | Sell |
6,911
-232
| -3% | -$14K | ﹤0.01% | 1162 |
|
|
2017
Q4 | $373K | Buy |
7,143
+875
| +14% | +$45.7K | ﹤0.01% | 1233 |
|
|
2017
Q3 | $299K | Buy |
6,268
+1,788
| +40% | +$85.3K | ﹤0.01% | 1321 |
|
|
2017
Q2 | $201K | Buy |
4,480
+2,897
| +183% | +$130K | ﹤0.01% | 1506 |
|
|
2017
Q1 | $71K | Buy |
1,583
+290
| +22% | +$13K | ﹤0.01% | 2186 |
|
|
2016
Q4 | $50K | Buy |
1,293
+190
| +17% | +$7.35K | ﹤0.01% | 2381 |
|
|
2016
Q3 | $44K | Sell |
1,103
-6
| -0.5% | -$239 | ﹤0.01% | 2450 |
|
|
2016
Q2 | $40K | Buy |
1,109
+343
| +45% | +$12.4K | ﹤0.01% | 2290 |
|
|
2016
Q1 | $28K | Sell |
766
-983
| -56% | -$35.9K | ﹤0.01% | 2510 |
|
|
2015
Q4 | $66K | Sell |
1,749
-1,644
| -48% | -$62K | ﹤0.01% | 1876 |
|
|
2015
Q3 | $113K | Buy |
+3,393
| New | +$113K | ﹤0.01% | 1517 |
|
|
2015
Q2 | – | Sell |
-3,441
| Closed | -$120K | – | 3218 |
|
|
2015
Q1 | $120K | Buy |
3,441
+261
| +8% | +$9.1K | ﹤0.01% | 1472 |
|
|
2014
Q4 | $101K | Sell |
3,180
-1,163
| -27% | -$36.9K | ﹤0.01% | 1541 |
|
|
2014
Q3 | $131K | Buy |
4,343
+1,253
| +41% | +$37.8K | ﹤0.01% | 1295 |
|
|
2014
Q2 | $104K | Sell |
3,090
-1,272
| -29% | -$42.8K | ﹤0.01% | 1399 |
|
|
2014
Q1 | $144K | Buy |
4,362
+2,450
| +128% | +$80.9K | ﹤0.01% | 1167 |
|
|
2013
Q4 | $53K | Buy |
1,912
+1,862
| +3,724% | +$51.6K | ﹤0.01% | 1574 |
|
|
2013
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3138 |
|