Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-51
Closed -$3K 4418
2019
Q4
$3K Hold
51
﹤0.01% 3295
2019
Q3
$3K Buy
+51
New +$3.87K ﹤0.01% 3317
2019
Q2
Sell
-851
Closed -$61.7K 4589
2019
Q1
$60K Sell
851
-200
-19% -$14K 0.01% 1309
2018
Q4
$68K Buy
1,051
+617
+142% +$40.6K 0.01% 1296
2018
Q3
$28K Buy
434
+100
+30% +$6.49K ﹤0.01% 2031
2018
Q2
$20K Buy
+334
New +$21.6K ﹤0.01% 2195
2018
Q1
Sell
-23
Closed -$1.56K 4936
2017
Q4
$1K Sell
23
-560
-96% -$37.7K ﹤0.01% 4507
2017
Q3
$37K Buy
583
+278
+91% +$17K ﹤0.01% 2531
2017
Q2
$19K Buy
305
+21
+7% +$1.3K ﹤0.01% 3460
2017
Q1
$17K Sell
284
-983
-78% -$57.8K ﹤0.01% 3500
2016
Q4
$70K Buy
+1,267
New +$68.8K ﹤0.01% 2231
2016
Q3
Sell
-9,000
Closed -$524K 7104
2016
Q2
$498K Buy
9,000
+8,042
+839% +$434K 0.03% 595
2016
Q1
$50K Sell
958
-1,069
-53% -$54.5K ﹤0.01% 2335
2015
Q4
$114K Buy
+2,027
New +$122K 0.01% 1637

Other funds holding MMS