Level Four Advisory Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,253
| Closed | -$1.38M | – | 679 |
|
|
2021
Q4 | $1.38M | Buy |
17,253
+4,225
| +32% | +$337K | 0.1% | 200 |
|
|
2021
Q3 | $1.08M | Buy |
13,028
+328
| +3% | +$27.3K | 0.11% | 181 |
|
|
2021
Q2 | $1.12M | Buy |
12,700
+942
| +8% | +$82.9K | 0.08% | 256 |
|
|
2021
Q1 | $1.05M | Buy |
11,758
+1,794
| +18% | +$160K | 0.08% | 259 |
|
|
2020
Q4 | $729K | Sell |
9,964
-2,052
| -17% | -$150K | 0.06% | 296 |
|
|
2020
Q3 | $822K | Sell |
12,016
-10,556
| -47% | -$722K | 0.06% | 274 |
|
|
2020
Q2 | $1.59M | Buy |
22,572
+10,835
| +92% | +$764K | 0.12% | 178 |
|
|
2020
Q1 | $684K | Buy |
11,737
+743
| +7% | +$43.3K | 0.08% | 261 |
|
|
2019
Q4 | $5.03M | Buy |
10,994
+1,945
| +21% | +$889K | 0.2% | 142 |
|
|
2019
Q3 | $700K | Buy |
9,049
+355
| +4% | +$27.5K | 0.07% | 261 |
|
|
2019
Q2 | $631K | Buy |
8,694
+30
| +0.3% | +$2.18K | 0.06% | 287 |
|
|
2019
Q1 | $615K | Buy |
8,664
+919
| +12% | +$65.2K | 0.07% | 273 |
|
|
2018
Q4 | $504K | Sell |
7,745
-450
| -5% | -$29.3K | 0.06% | 291 |
|
|
2018
Q3 | $533K | Sell |
8,195
-1,119
| -12% | -$72.8K | 0.06% | 330 |
|
|
2018
Q2 | $578K | Sell |
9,314
-646
| -6% | -$40.1K | 0.04% | 348 |
|
|
2018
Q1 | $665K | Buy |
9,960
+489
| +5% | +$32.6K | 0.05% | 316 |
|
|
2017
Q4 | $678K | Sell |
9,471
-975
| -9% | -$69.8K | 0.05% | 307 |
|
|
2017
Q3 | $674K | Buy |
10,446
+4,754
| +84% | +$307K | 0.06% | 293 |
|
|
2017
Q2 | $350K | Sell |
5,692
-4,562
| -44% | -$281K | 0.05% | 329 |
|
|
2017
Q1 | $634K | Sell |
10,254
-161
| -2% | -$9.96K | 0.06% | 275 |
|
|
2016
Q4 | $581K | Buy |
+10,415
| New | +$581K | 0.07% | 247 |
|