Simplicity Solutions’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,453
Closed -$334K 676
2022
Q1
$334K Buy
+4,453
New +$341K 0.04% 412
2021
Q4
Sell
-4,910
Closed -$409K 557
2021
Q3
$409K Buy
4,910
+1,055
+27% +$90.4K 0.06% 324
2021
Q2
$339K Sell
3,855
-163
-4% -$14.9K 0.07% 338
2021
Q1
$358K Buy
4,018
+692
+21% +$56.6K 0.08% 272
2020
Q4
$243K Sell
3,326
-131
-4% -$9.29K ﹤0.01% 849
2020
Q3
$236K Sell
3,457
-388
-10% -$28.5K ﹤0.01% 777
2020
Q2
$271K Buy
3,845
+35
+0.9% +$2.35K 0.01% 753
2020
Q1
$222K Buy
+3,810
New +$259K 0.01% 667
2017
Q3
Sell
-13,536
Closed -$848K 316
2017
Q2
$848K Sell
13,536
-3,761
-22% -$233K 0.1% 175
2017
Q1
$1.08M Buy
17,297
+1,370
+9% +$80.5K 0.17% 125
2016
Q4
$889K Buy
15,927
+9,681
+155% +$526K 0.21% 112
2016
Q3
$353K Buy
6,246
+766
+14% +$44.6K 0.17% 153
2016
Q2
$303K Buy
5,480
+396
+8% +$21.4K 0.16% 168
2016
Q1
$268K Sell
5,084
-12,325
-71% -$629K 0.16% 173
2015
Q4
$979K Buy
+17,409
New +$1.05M 0.12% 253

Other funds holding MMS