Plante Moran Financial Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50
| Closed | -$4K | – | 1040 |
|
|
2021
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 816 |
|
|
2015
Q1 | – | Sell |
-1,116
| Closed | -$61K | – | 766 |
|
|
2014
Q4 | $61K | Buy |
1,116
+1
| +0.1% | +$55 | 0.04% | 248 |
|
|
2014
Q3 | $45K | Buy |
1,115
+1
| +0.1% | +$40 | 0.04% | 272 |
|
|
2014
Q2 | $48K | Buy |
1,114
+1
| +0.1% | +$43 | 0.04% | 239 |
|
|
2014
Q1 | $50K | Sell |
1,113
-1,111
| -50% | -$49.9K | 0.05% | 171 |
|
|
2013
Q4 | $98K | Buy |
2,224
+22
| +1% | +$969 | 0.06% | 156 |
|
|
2013
Q3 | $99K | Buy |
2,202
+26
| +1% | +$1.17K | 0.06% | 114 |
|
|
2013
Q2 | $81K | Buy |
+2,176
| New | +$81K | 0.06% | 121 |
|