One Wealth Advisors’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-187
Closed -$13K 343
2019
Q1
$13K Buy
+187
New +$13K 0.01% 299
2018
Q3
Sell
-1,506
Closed -$94K 608
2018
Q2
$94K Buy
+1,506
New +$94K 0.08% 204