Freedom Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,465
| Closed | -$498K | – | 1059 |
|
|
2018
Q1 | $498K | Buy |
7,465
+623
| +9% | +$41.6K | 0.03% | 622 |
|
|
2017
Q4 | $490K | Buy |
6,842
+179
| +3% | +$12.8K | 0.03% | 639 |
|
|
2017
Q3 | $430K | Buy |
6,663
+804
| +14% | +$51.9K | 0.02% | 668 |
|
|
2017
Q2 | $367K | Buy |
5,859
+962
| +20% | +$60.3K | 0.02% | 693 |
|
|
2017
Q1 | $305K | Buy |
4,897
+253
| +5% | +$15.8K | 0.02% | 760 |
|
|
2016
Q4 | $259K | Buy |
+4,644
| New | +$259K | 0.02% | 758 |
|