Steward Partners Investment Advisory’s Maxim Integrated Products MXIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,243
| Closed | -$763K | – | 3469 |
|
|
2021
Q2 | $763K | Buy |
7,243
+994
| +16% | +$105K | 0.01% | 777 |
|
|
2021
Q1 | $571K | Buy |
6,249
+565
| +10% | +$51.6K | 0.01% | 838 |
|
|
2020
Q4 | $504K | Buy |
5,684
+328
| +6% | +$29.1K | 0.01% | 761 |
|
|
2020
Q3 | $362K | Buy |
5,356
+560
| +12% | +$37.8K | 0.01% | 757 |
|
|
2020
Q2 | $291K | Buy |
4,796
+2,823
| +143% | +$171K | 0.01% | 762 |
|
|
2020
Q1 | $95K | Buy |
1,973
+54
| +3% | +$2.6K | ﹤0.01% | 1012 |
|
|
2019
Q4 | $118K | Buy |
1,919
+341
| +22% | +$21K | ﹤0.01% | 1065 |
|
|
2019
Q3 | $91K | Sell |
1,578
-324
| -17% | -$18.7K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $113K | Buy |
+1,902
| New | +$113K | ﹤0.01% | 1008 |
|
|
2018
Q4 | – | Sell |
-2,073
| Closed | -$117K | – | 2419 |
|
|
2018
Q3 | $117K | Buy |
2,073
+989
| +91% | +$55.8K | 0.01% | 881 |
|
|
2018
Q2 | $64K | Buy |
1,084
+584
| +117% | +$34.5K | ﹤0.01% | 1004 |
|
|
2018
Q1 | $30K | Sell |
500
-97
| -16% | -$5.82K | ﹤0.01% | 1194 |
|
|
2017
Q4 | $31K | Hold |
597
| – | – | ﹤0.01% | 992 |
|
|
2017
Q3 | $28K | Hold |
597
| – | – | ﹤0.01% | 855 |
|
|
2017
Q2 | $26K | Buy |
597
+430
| +257% | +$18.7K | ﹤0.01% | 796 |
|
|
2017
Q1 | $7K | Sell |
167
-505
| -75% | -$21.2K | ﹤0.01% | 1054 |
|
|
2016
Q4 | $25K | Buy |
+672
| New | +$25K | 0.01% | 421 |
|