Disciplined Investments’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$1.01K | – | 984 |
|
|
2023
Q2 | $1.01K | Sell |
12
-1
| -8% | -$85 | ﹤0.01% | 962 |
|
|
2023
Q1 | $1.02K | Buy |
13
+1
| +8% | +$79 | ﹤0.01% | 943 |
|
|
2022
Q4 | $880 | Buy |
12
+4
| +50% | +$293 | ﹤0.01% | 954 |
|
|
2022
Q3 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 1453 |
|
|
2022
Q2 | $1K | Buy |
13
+3
| +30% | +$231 | ﹤0.01% | 1012 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1075 |
|