FineMark National Bank & Trust’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,615
| Closed | -$90K | – | 752 |
|
|
2016
Q4 | $90K | Sell |
1,615
-63
| -4% | -$3.51K | 0.01% | 497 |
|
|
2016
Q3 | $95K | Sell |
1,678
-43
| -2% | -$2.43K | 0.01% | 470 |
|
|
2016
Q2 | $95K | Buy |
1,721
+6
| +0.3% | +$331 | 0.01% | 452 |
|
|
2016
Q1 | $90K | Sell |
1,715
-160
| -9% | -$8.4K | 0.01% | 444 |
|
|
2015
Q4 | $105K | Buy |
1,875
+57
| +3% | +$3.19K | 0.01% | 433 |
|
|
2015
Q3 | $108K | Sell |
1,818
-264
| -13% | -$15.7K | 0.01% | 436 |
|
|
2015
Q2 | $137K | Sell |
2,082
-585
| -22% | -$38.5K | 0.02% | 410 |
|
|
2015
Q1 | $178K | Sell |
2,667
-925
| -26% | -$61.7K | 0.02% | 370 |
|
|
2014
Q4 | $197K | Sell |
3,592
-134
| -4% | -$7.35K | 0.03% | 346 |
|
|
2014
Q3 | $150K | Buy |
3,726
+363
| +11% | +$14.6K | 0.02% | 384 |
|
|
2014
Q2 | $145K | Buy |
3,363
+230
| +7% | +$9.92K | 0.02% | 387 |
|
|
2014
Q1 | $141K | Buy |
3,133
+77
| +3% | +$3.47K | 0.03% | 376 |
|
|
2013
Q4 | $134K | Sell |
3,056
-332
| -10% | -$14.6K | 0.03% | 377 |
|
|
2013
Q3 | $153K | Buy |
3,388
+134
| +4% | +$6.05K | 0.04% | 350 |
|
|
2013
Q2 | $121K | Buy |
+3,254
| New | +$121K | 0.04% | 364 |
|