D. Scott Neal’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$75K | – | 51 |
|
|
2018
Q2 | $75K | Hold |
1,200
| – | – | 0.04% | 53 |
|
|
2018
Q1 | $80K | Hold |
1,200
| – | – | 0.05% | 64 |
|
|
2017
Q4 | $86K | Hold |
1,200
| – | – | 0.05% | 65 |
|
|
2017
Q3 | $77K | Hold |
1,200
| – | – | 0.05% | 65 |
|
|
2017
Q2 | $75K | Sell |
1,200
-800
| -40% | -$50K | 0.05% | 85 |
|
|
2017
Q1 | $124K | Hold |
2,000
| – | – | 0.08% | 58 |
|
|
2016
Q4 | $112K | Hold |
2,000
| – | – | 0.08% | 55 |
|
|
2016
Q3 | $113K | Hold |
2,000
| – | – | 0.09% | 47 |
|
|
2016
Q2 | $111K | Hold |
2,000
| – | – | 0.1% | 47 |
|
|
2016
Q1 | $105K | Hold |
2,000
| – | – | 0.1% | 44 |
|
|
2015
Q4 | $113K | Buy |
+2,000
| New | +$113K | 0.09% | 43 |
|