Schubert & Co’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$2.44K | – | 931 |
|
|
2023
Q1 | $2.44K | Buy |
31
+8
| +35% | +$630 | ﹤0.01% | 805 |
|
|
2022
Q4 | $1.69K | Sell |
23
-6
| -21% | -$440 | ﹤0.01% | 954 |
|
|
2022
Q3 | $2K | Buy |
29
+10
| +53% | +$690 | ﹤0.01% | 856 |
|
|
2022
Q2 | $1K | Buy |
19
+5
| +36% | +$263 | ﹤0.01% | 1193 |
|
|
2022
Q1 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 800 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 751 |
|