Moneta Group Investment Advisors’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,531
| Closed | -$372K | – | 481 |
|
|
2021
Q2 | $372K | Buy |
3,531
+7
| +0.2% | +$737 | 0.02% | 324 |
|
|
2021
Q1 | $322K | Buy |
3,524
+1,054
| +43% | +$96.3K | 0.02% | 316 |
|
|
2020
Q4 | $219K | Sell |
2,470
-2,588
| -51% | -$229K | 0.02% | 295 |
|
|
2020
Q3 | $342K | Buy |
+5,058
| New | +$342K | 0.03% | 210 |
|
|
2018
Q2 | – | Sell |
-6,405
| Closed | -$386K | – | 664 |
|
|
2018
Q1 | $386K | Buy |
6,405
+1,587
| +33% | +$95.6K | 0.05% | 139 |
|
|
2017
Q4 | $252K | Sell |
4,818
-787
| -14% | -$41.2K | 0.04% | 168 |
|
|
2017
Q3 | $267K | Sell |
5,605
-4,200
| -43% | -$200K | 0.04% | 166 |
|
|
2017
Q2 | $440K | Buy |
9,805
+4,850
| +98% | +$218K | 0.07% | 132 |
|
|
2017
Q1 | $223K | Sell |
4,955
-412
| -8% | -$18.5K | 0.04% | 146 |
|
|
2016
Q4 | $207K | Buy |
+5,367
| New | +$207K | 0.04% | 164 |
|
|
2016
Q3 | – | Sell |
-11,065
| Closed | -$395K | – | 162 |
|
|
2016
Q2 | $395K | Buy |
11,065
+1,510
| +16% | +$53.9K | 0.09% | 123 |
|
|
2016
Q1 | $347K | Buy |
+9,555
| New | +$347K | 0.08% | 125 |
|
|
2015
Q4 | – | Sell |
-8,160
| Closed | -$273K | – | 461 |
|
|
2015
Q3 | $273K | Buy |
+8,160
| New | +$273K | 0.08% | 107 |
|