Financial Gravity Asset Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$15 | – | 2112 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1910 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$702 | – | 549 |
|
|
2020
Q1 | $702 | Sell |
12
-1
| -8% | -$59 | ﹤0.01% | 509 |
|
|
2019
Q4 | $74K | Sell |
13
-9
| -41% | -$51.2K | 0.05% | 453 |
|
|
2019
Q3 | $2K | Buy |
22
+15
| +214% | +$1.36K | ﹤0.01% | 909 |
|
|
2019
Q2 | $0 | Buy |
7
+6
| +600% | – | ﹤0.01% | 1520 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1467 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$5K | – | 1545 |
|
|
2018
Q1 | $5K | Buy |
+75
| New | +$5K | 0.01% | 736 |
|