HC Financial Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-166
| Closed | -$12K | – | 348 |
|
|
2022
Q1 | $12K | Hold |
166
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $13K | Hold |
166
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $14K | Hold |
166
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $15K | Hold |
166
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $15K | Hold |
166
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $12K | Hold |
166
| – | – | 0.01% | 250 |
|
|
2020
Q3 | $11K | Hold |
166
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $12K | Hold |
166
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $10K | Buy |
+166
| New | +$10K | 0.01% | 235 |
|