Icon Wealth Partners’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-460
Closed -$29K 560
2018
Q2
$29K Buy
+460
New +$29K 0.01% 504
2018
Q1
Sell
-460
Closed -$33K 559
2017
Q4
$33K Buy
+460
New +$33K 0.02% 507