Simplicity Solutions’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,453
| Closed | -$334K | – | 676 |
|
|
2022
Q1 | $334K | Buy |
+4,453
| New | +$334K | 0.04% | 412 |
|
|
2021
Q4 | – | Sell |
-4,910
| Closed | -$409K | – | 557 |
|
|
2021
Q3 | $409K | Buy |
4,910
+1,055
| +27% | +$87.9K | 0.06% | 324 |
|
|
2021
Q2 | $339K | Sell |
3,855
-163
| -4% | -$14.3K | 0.07% | 338 |
|
|
2021
Q1 | $358K | Buy |
4,018
+692
| +21% | +$61.7K | 0.08% | 272 |
|
|
2020
Q4 | $243K | Sell |
3,326
-131
| -4% | -$9.57K | ﹤0.01% | 849 |
|
|
2020
Q3 | $236K | Sell |
3,457
-388
| -10% | -$26.5K | ﹤0.01% | 777 |
|
|
2020
Q2 | $271K | Buy |
3,845
+35
| +0.9% | +$2.47K | 0.01% | 753 |
|
|
2020
Q1 | $222K | Buy |
+3,810
| New | +$222K | 0.01% | 667 |
|
|
2017
Q3 | – | Sell |
-13,536
| Closed | -$848K | – | 316 |
|
|
2017
Q2 | $848K | Sell |
13,536
-3,761
| -22% | -$236K | 0.1% | 175 |
|
|
2017
Q1 | $1.08M | Buy |
17,297
+1,370
| +9% | +$85.2K | 0.17% | 125 |
|
|
2016
Q4 | $889K | Buy |
15,927
+9,681
| +155% | +$540K | 0.21% | 112 |
|
|
2016
Q3 | $353K | Buy |
6,246
+766
| +14% | +$43.3K | 0.17% | 153 |
|
|
2016
Q2 | $303K | Buy |
5,480
+396
| +8% | +$21.9K | 0.16% | 168 |
|
|
2016
Q1 | $268K | Sell |
5,084
-12,325
| -71% | -$650K | 0.16% | 173 |
|
|
2015
Q4 | $979K | Buy |
+17,409
| New | +$979K | 0.12% | 253 |
|