Geneos Wealth Management’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-352
| Closed | -$36K | – | 2937 |
|
|
2021
Q2 | $36K | Sell |
352
-120
| -25% | -$12.3K | ﹤0.01% | 1638 |
|
|
2021
Q1 | $44K | Sell |
472
-53
| -10% | -$4.94K | ﹤0.01% | 1705 |
|
|
2020
Q4 | $45K | Buy |
525
+120
| +30% | +$10.3K | ﹤0.01% | 1508 |
|
|
2020
Q3 | $26K | Sell |
405
-110
| -21% | -$7.06K | ﹤0.01% | 1539 |
|
|
2020
Q2 | $30K | Buy |
515
+93
| +22% | +$5.42K | ﹤0.01% | 1448 |
|
|
2020
Q1 | $20K | Sell |
422
-751
| -64% | -$35.6K | ﹤0.01% | 1521 |
|
|
2019
Q4 | $72K | Buy |
1,173
+289
| +33% | +$17.7K | ﹤0.01% | 1085 |
|
|
2019
Q3 | $50K | Sell |
884
-149
| -14% | -$8.43K | ﹤0.01% | 1186 |
|
|
2019
Q2 | $61K | Buy |
1,033
+611
| +145% | +$36.1K | ﹤0.01% | 1100 |
|
|
2019
Q1 | $22K | Sell |
422
-83
| -16% | -$4.33K | ﹤0.01% | 1540 |
|
|
2018
Q4 | $25K | Sell |
505
-100
| -17% | -$4.95K | ﹤0.01% | 1412 |
|
|
2018
Q3 | $34K | Sell |
605
-1,000
| -62% | -$56.2K | ﹤0.01% | 1351 |
|
|
2018
Q2 | $94K | Sell |
1,605
-500
| -24% | -$29.3K | 0.01% | 814 |
|
|
2018
Q1 | $126K | Buy |
2,105
+500
| +31% | +$29.9K | 0.01% | 676 |
|
|
2017
Q4 | $83K | Sell |
1,605
-1,250
| -44% | -$64.6K | 0.01% | 810 |
|
|
2017
Q3 | $136K | Hold |
2,855
| – | – | 0.01% | 620 |
|
|
2017
Q2 | $128K | Sell |
2,855
-7
| -0.2% | -$314 | 0.01% | 622 |
|
|
2017
Q1 | $128K | Hold |
2,862
| – | – | 0.01% | 596 |
|
|
2016
Q4 | $110K | Buy |
2,862
+201
| +8% | +$7.73K | 0.01% | 596 |
|
|
2016
Q3 | $106K | Hold |
2,661
| – | – | 0.01% | 589 |
|
|
2016
Q2 | $94K | Hold |
2,661
| – | – | 0.01% | 607 |
|
|
2016
Q1 | $97K | Buy |
+2,661
| New | +$97K | 0.01% | 594 |
|