LA
Lucus Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $221K | Sell |
3,317
-1,380
| -29% | -$91.9K | 0.38% | 93 |
|
|
2017
Q4 | $336K | Sell |
4,697
-707
| -13% | -$50.6K | 0.49% | 79 |
|
|
2017
Q3 | $349K | Buy |
+5,404
| New | +$349K | 0.49% | 76 |
|
|
2016
Q1 | – | Sell |
-5,687
| Closed | -$320K | – | 324 |
|
|
2015
Q4 | $320K | Sell |
5,687
-1,769
| -24% | -$99.5K | 0.19% | 241 |
|
|
2015
Q3 | $444K | Buy |
+7,456
| New | +$444K | 0.25% | 143 |
|
|
2015
Q1 | – | Sell |
-8,899
| Closed | -$488K | – | 345 |
|
|
2014
Q4 | $488K | Buy |
+8,899
| New | +$488K | 0.22% | 76 |
|