Patriot Financial Group Insurance Agency’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-977
| Closed | -$61K | – | 1337 |
|
|
2022
Q2 | $61K | Buy |
977
+2
| +0.2% | +$125 | 0.01% | 670 |
|
|
2022
Q1 | $73K | Buy |
975
+1
| +0.1% | +$75 | 0.01% | 673 |
|
|
2021
Q4 | $77K | Buy |
974
+2
| +0.2% | +$158 | 0.01% | 730 |
|
|
2021
Q3 | $81K | Buy |
972
+1
| +0.1% | +$83 | 0.01% | 714 |
|
|
2021
Q2 | $85K | Buy |
971
+2
| +0.2% | +$175 | 0.02% | 682 |
|
|
2021
Q1 | $86K | Buy |
969
+1
| +0.1% | +$89 | 0.02% | 600 |
|
|
2020
Q4 | $71K | Sell |
968
-3
| -0.3% | -$220 | 0.02% | 584 |
|
|
2020
Q3 | $66K | Buy |
971
+2
| +0.2% | +$136 | 0.02% | 480 |
|
|
2020
Q2 | $68K | Buy |
969
+2
| +0.2% | +$140 | 0.03% | 439 |
|
|
2020
Q1 | $56K | Buy |
967
+1
| +0.1% | +$58 | 0.03% | 432 |
|
|
2019
Q4 | $72K | Buy |
966
+2
| +0.2% | +$149 | 0.03% | 405 |
|
|
2019
Q3 | $74K | Buy |
964
+2
| +0.2% | +$154 | 0.03% | 361 |
|
|
2019
Q2 | $70K | Buy |
962
+2
| +0.2% | +$146 | 0.03% | 382 |
|
|
2019
Q1 | $68K | Buy |
960
+1
| +0.1% | +$71 | 0.03% | 338 |
|
|
2018
Q4 | $62K | Sell |
959
-191
| -17% | -$12.3K | 0.04% | 286 |
|
|
2018
Q3 | $75K | Buy |
1,150
+500
| +77% | +$32.6K | 0.04% | 245 |
|
|
2018
Q2 | $40K | Sell |
650
-100
| -13% | -$6.15K | 0.04% | 207 |
|
|
2018
Q1 | $49K | Hold |
750
| – | – | 0.04% | 318 |
|
|
2017
Q4 | $53K | Hold |
750
| – | – | 0.04% | 289 |
|
|
2017
Q3 | $49K | Hold |
750
| – | – | 0.04% | 263 |
|
|
2017
Q2 | $46K | Hold |
750
| – | – | 0.05% | 252 |
|
|
2017
Q1 | $46K | Buy |
750
+250
| +50% | +$15.3K | 0.05% | 234 |
|
|
2016
Q4 | $29K | Buy |
+500
| New | +$29K | 0.04% | 293 |
|