Regal Investment Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$17K | – | 646 |
|
|
2015
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 593 |
|
|
2015
Q2 | $19K | Sell |
300
-25
| -8% | -$1.58K | 0.01% | 570 |
|
|
2015
Q1 | $22K | Sell |
325
-125
| -28% | -$8.46K | 0.01% | 549 |
|
|
2014
Q4 | $25K | Buy |
+450
| New | +$25K | 0.01% | 496 |
|
|
2014
Q1 | – | Sell |
-477
| Closed | -$21K | – | 922 |
|
|
2013
Q4 | $21K | Buy |
+477
| New | +$21K | 0.01% | 438 |
|