Gideon Capital Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,158
| Closed | -$579K | – | 367 |
|
|
2019
Q1 | $579K | Buy |
+8,158
| New | +$579K | 0.21% | 141 |
|
|
2017
Q4 | – | Sell |
-6,221
| Closed | -$401K | – | 363 |
|
|
2017
Q3 | $401K | Buy |
6,221
+550
| +10% | +$35.5K | 0.4% | 75 |
|
|
2017
Q2 | $355K | Buy |
+5,671
| New | +$355K | 0.39% | 102 |
|