Ropes Wealth Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26
| Closed | -$2K | – | 572 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 650 |
|
|
2018
Q1 | – | Sell |
-229
| Closed | -$16K | – | 688 |
|
|
2017
Q4 | $16K | Hold |
229
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $15K | Buy |
+229
| New | +$15K | ﹤0.01% | 456 |
|
|
2015
Q4 | – | Sell |
-1,800
| Closed | -$107K | – | 506 |
|
|
2015
Q3 | $107K | Buy |
+1,800
| New | +$107K | 0.06% | 182 |
|