FDx Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,622
| Closed | -$259K | – | 1225 |
|
|
2017
Q4 | $259K | Sell |
3,622
-6,302
| -64% | -$451K | 0.01% | 1098 |
|
|
2017
Q3 | $640K | Buy |
9,924
+3,279
| +49% | +$211K | 0.02% | 688 |
|
|
2017
Q2 | $416K | Buy |
6,645
+1,740
| +35% | +$109K | 0.01% | 842 |
|
|
2017
Q1 | $305K | Buy |
4,905
+156
| +3% | +$9.7K | 0.01% | 966 |
|
|
2016
Q4 | $265K | Buy |
4,749
+828
| +21% | +$46.2K | 0.01% | 991 |
|
|
2016
Q3 | $222K | Sell |
3,921
-4,083
| -51% | -$231K | 0.01% | 853 |
|
|
2016
Q2 | $443K | Buy |
8,004
+2,406
| +43% | +$133K | 0.02% | 637 |
|
|
2016
Q1 | $295K | Sell |
5,598
-907
| -14% | -$47.8K | 0.01% | 742 |
|
|
2015
Q4 | $366K | Buy |
6,505
+322
| +5% | +$18.1K | 0.02% | 654 |
|
|
2015
Q3 | $368K | Buy |
6,183
+594
| +11% | +$35.4K | 0.03% | 546 |
|
|
2015
Q2 | $367K | Sell |
5,589
-3,111
| -36% | -$204K | 0.02% | 673 |
|
|
2015
Q1 | $579K | Sell |
8,700
-601
| -6% | -$40K | 0.01% | 869 |
|
|
2014
Q4 | $510K | Sell |
9,301
-1,922
| -17% | -$105K | 0.03% | 546 |
|
|
2014
Q3 | $450K | Sell |
11,223
-981
| -8% | -$39.3K | 0.03% | 629 |
|
|
2014
Q2 | $525K | Buy |
12,204
+450
| +4% | +$19.4K | 0.03% | 559 |
|
|
2014
Q1 | $527K | Sell |
11,754
-28
| -0.2% | -$1.26K | 0.04% | 429 |
|
|
2013
Q4 | $518K | Buy |
11,782
+879
| +8% | +$38.6K | 0.05% | 350 |
|
|
2013
Q3 | $491K | Sell |
10,903
-7,851
| -42% | -$354K | 0.06% | 303 |
|
|
2013
Q2 | $355K | Buy |
+18,754
| New | +$355K | 0.05% | 334 |
|