Crewe Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26
| Closed | -$1.91K | – | 957 |
|
|
2022
Q4 | $1.91K | Sell |
26
-58
| -69% | -$4.25K | ﹤0.01% | 843 |
|
|
2022
Q3 | $5K | Hold |
84
| – | – | ﹤0.01% | 853 |
|
|
2022
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 768 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$33K | – | 271 |
|
|
2018
Q1 | $33K | Hold |
500
| – | – | 0.03% | 145 |
|
|
2017
Q4 | $36K | Buy |
+500
| New | +$36K | 0.04% | 146 |
|